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
$1.22B
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$7.12M
3
+$2.56M
4
CSCO icon
Cisco
CSCO
+$2.24M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.12M

Top Sells

1
+$708K
2
+$646K
3
+$646K
4
IYF icon
iShares US Financials ETF
IYF
+$569K
5
BIIB icon
Biogen
BIIB
+$554K

Sector Composition

1 Technology 12.88%
2 Financials 11.66%
3 Healthcare 10.51%
4 Industrials 7.77%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$355K 0.03%
4,577
-463
302
$354K 0.03%
10,073
-335
303
$353K 0.03%
5,842
+80
304
$348K 0.03%
2,880
-105
305
$348K 0.03%
12,725
-800
306
$348K 0.03%
3,283
+50
307
$346K 0.03%
5,952
308
$345K 0.03%
1,220
309
$339K 0.03%
+8,475
310
$336K 0.03%
2,451
-150
311
$336K 0.03%
6,950
312
$332K 0.03%
5,850
-734
313
$330K 0.03%
5,479
+1,647
314
$329K 0.03%
3,300
315
$327K 0.03%
33,795
+21,615
316
$327K 0.03%
+23,481
317
$326K 0.03%
5,532
-9,664
318
$325K 0.03%
3,240
+1,236
319
$324K 0.03%
9,255
-1,700
320
$321K 0.03%
6,441
-107
321
$319K 0.03%
3,195
-423
322
$316K 0.03%
41,801
+40,603
323
$316K 0.03%
7,615
-700
324
$315K 0.03%
6,722
325
$310K 0.03%
+8,435
11 12
13
14 15