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
376
$202K 0.02%
1,958
+744
377
$201K 0.02%
909
-207
378
$200K 0.02%
1,646
379
$198K 0.02%
2,397
+22
380
$198K 0.02%
4,318
-127
381
$198K 0.02%
5,409
382
$198K 0.02%
27,160
-1,730
383
$196K 0.02%
4,018
-210
384
$196K 0.02%
2,731
385
$196K 0.02%
3,339
-236
386
$196K 0.02%
+20,000
387
$195K 0.02%
1,953
+742
388
$194K 0.02%
935
389
$192K 0.02%
2,903
390
$188K 0.02%
11,615
+1,244
391
$186K 0.02%
2,132
-25
392
$186K 0.02%
14,097
393
$185K 0.02%
3,804
-55
394
$180K 0.01%
8,862
395
$178K 0.01%
1,511
+40
396
$177K 0.01%
2,486
397
$177K 0.01%
2,175
-2,333
398
$176K 0.01%
1,994
+691
399
$175K 0.01%
5,528
+2,116
400
$174K 0.01%
5,865
14 15
16
17 18