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
326
$307K 0.03%
27,146
-318
327
$303K 0.02%
2,344
328
$301K 0.02%
17,792
+17,530
329
$300K 0.02%
5,720
330
$300K 0.02%
3,040
331
$299K 0.02%
47,593
+11,712
332
$298K 0.02%
6,522
+3,159
333
$298K 0.02%
4,856
334
$297K 0.02%
2,014
+1,414
335
$297K 0.02%
4,783
+4,383
336
$293K 0.02%
44,091
+12,432
337
$291K 0.02%
6,580
338
$289K 0.02%
4,634
-140
339
$282K 0.02%
+3,548
340
$280K 0.02%
22,028
+7,856
341
$280K 0.02%
8,125
342
$275K 0.02%
5,782
+765
343
$274K 0.02%
3,715
-400
344
$273K 0.02%
1,000
+500
345
$271K 0.02%
4,486
346
$267K 0.02%
10,331
-2,960
347
$266K 0.02%
+12,365
348
$264K 0.02%
7,050
-1,350
349
$259K 0.02%
3,329
+1,000
350
$258K 0.02%
1,956
+745
12 13
14
15 16