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
351
$257K 0.02%
3,895
+785
352
$254K 0.02%
4,900
-25
353
$252K 0.02%
5,520
-480
354
$247K 0.02%
2,086
355
$243K 0.02%
7,039
356
$240K 0.02%
1,258
+1,200
357
$240K 0.02%
7,342
358
$239K 0.02%
3,413
359
$238K 0.02%
2,117
-115
360
$237K 0.02%
1,268
+483
361
$233K 0.02%
6,850
362
$231K 0.02%
1,857
+687
363
$229K 0.02%
4,500
364
$228K 0.02%
7,256
-1,295
365
$227K 0.02%
3,000
366
$224K 0.02%
2,050
367
$223K 0.02%
2,387
+910
368
$222K 0.02%
6,710
369
$218K 0.02%
5,039
+600
370
$218K 0.02%
4,273
+1,598
371
$217K 0.02%
5,190
+5,000
372
$212K 0.02%
2,286
+844
373
$208K 0.02%
2,244
374
$207K 0.02%
2,150
375
$203K 0.02%
8,402
+1,631
13 14
15
16 17