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
401
$173K 0.01%
2,140
+683
402
$172K 0.01%
2,981
+1,137
403
$171K 0.01%
1,269
+483
404
$167K 0.01%
1,500
405
$166K 0.01%
2,460
+2,160
406
$165K 0.01%
2,500
407
$165K 0.01%
538
408
$164K 0.01%
5,096
+864
409
$164K 0.01%
7,469
410
$163K 0.01%
10,636
+4,048
411
$161K 0.01%
1,179
+519
412
$160K 0.01%
3,670
+1,400
413
$160K 0.01%
5,250
414
$159K 0.01%
3,293
+1,450
415
$156K 0.01%
1,200
416
$153K 0.01%
1,372
+500
417
$152K 0.01%
1,649
-10
418
$152K 0.01%
2,438
+927
419
$151K 0.01%
3,990
+3,590
420
$150K 0.01%
2,109
421
$150K 0.01%
1,198
+421
422
$150K 0.01%
1,800
423
$149K 0.01%
3,528
+1,568
424
$149K 0.01%
2,295
-525
425
$146K 0.01%
1,960
-3,412
15 16
17
18 19