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
351
$154K 0.02%
+6,000
352
$151K 0.02%
+5,000
353
$150K 0.02%
+3,425
354
$150K 0.02%
+1,300
355
$148K 0.02%
+3,254
356
$148K 0.02%
+1,745
357
$148K 0.02%
+2,338
358
$146K 0.02%
+3,320
359
$144K 0.02%
+10,750
360
$143K 0.02%
+2,450
361
$138K 0.02%
+2,238
362
$135K 0.02%
+24,330
363
$133K 0.02%
+2,000
364
$133K 0.02%
+5,000
365
$131K 0.02%
+1,550
366
$131K 0.02%
+4,128
367
$131K 0.02%
+1,658
368
$129K 0.02%
+2,250
369
$127K 0.02%
+3,900
370
$127K 0.02%
+1,150
371
$127K 0.02%
+1,200
372
$126K 0.02%
+1,000
373
$125K 0.02%
+2,350
374
$123K 0.02%
+2,450
375
$123K 0.02%
+9,050
13 14
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