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
376
$123K 0.02%
+8,100
377
$123K 0.02%
+7,704
378
$122K 0.02%
+12,525
379
$122K 0.02%
+950
380
$121K 0.02%
+3,218
381
$121K 0.02%
+3,000
382
$119K 0.02%
+3,447
383
$118K 0.02%
+2,060
384
$118K 0.02%
+25,000
385
$117K 0.02%
+1,784
386
$117K 0.02%
+2,635
387
$116K 0.02%
+2,000
388
$116K 0.02%
+1,961
389
$115K 0.02%
+1,355
390
$113K 0.02%
+7,875
391
$112K 0.02%
+1,941
392
$111K 0.02%
+6,482
393
$110K 0.02%
+8,180
394
$109K 0.02%
+4,950
395
$109K 0.02%
+1,200
396
$106K 0.02%
+1,500
397
$103K 0.01%
+8,778
398
$102K 0.01%
+1,530
399
$102K 0.01%
+1,800
400
$102K 0.01%
+1,800
14 15
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