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
326
$182K 0.03%
+4,469
327
$181K 0.03%
+2,950
328
$178K 0.03%
+6,300
329
$178K 0.03%
+4,950
330
$177K 0.03%
+5,076
331
$177K 0.03%
+4,395
332
$175K 0.03%
+1,559
333
$171K 0.02%
+6,297
334
$169K 0.02%
+6,480
335
$168K 0.02%
+2,537
336
$168K 0.02%
+12,700
337
$168K 0.02%
+6,350
338
$166K 0.02%
+11,850
339
$166K 0.02%
+1,475
340
$165K 0.02%
+5,834
341
$164K 0.02%
+7,537
342
$163K 0.02%
+1,646
343
$162K 0.02%
+11,369
344
$160K 0.02%
+2,631
345
$159K 0.02%
+3,300
346
$158K 0.02%
+3,840
347
$158K 0.02%
+2,625
348
$156K 0.02%
+3,234
349
$155K 0.02%
+1,985
350
$155K 0.02%
+2,050
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