WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$693M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$17.2M
3
+$14.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$13.4M
5
AAPL icon
Apple
AAPL
+$13.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Technology 9.83%
3 Consumer Staples 8.31%
4 Financials 7.98%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$211K 0.03%
+4,800
302
$210K 0.03%
+1,850
303
$209K 0.03%
+6,190
304
$209K 0.03%
+9,850
305
$208K 0.03%
+2,460
306
$208K 0.03%
+4,669
307
$206K 0.03%
+2,832
308
$201K 0.03%
+4,482
309
$200K 0.03%
+3,380
310
$200K 0.03%
+2,943
311
$198K 0.03%
+4,120
312
$198K 0.03%
+2,815
313
$198K 0.03%
+18
314
$196K 0.03%
+11,750
315
$191K 0.03%
+5,003
316
$191K 0.03%
+3,130
317
$190K 0.03%
+2,625
318
$190K 0.03%
+14,100
319
$188K 0.03%
+875
320
$188K 0.03%
+1,900
321
$186K 0.03%
+4,491
322
$183K 0.03%
+2,513
323
$183K 0.03%
+4,445
324
$183K 0.03%
+3,560
325
$183K 0.03%
+4,968
11 12
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