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
426
$87K 0.01%
+7,548
427
$86K 0.01%
+1,989
428
$86K 0.01%
+1,940
429
$85K 0.01%
+3,890
430
$85K 0.01%
+1,682
431
$85K 0.01%
+2,835
432
$84K 0.01%
+2,470
433
$84K 0.01%
+3,600
434
$84K 0.01%
+695
435
$83K 0.01%
+16,040
436
$83K 0.01%
+8,700
437
$83K 0.01%
+3,350
438
$82K 0.01%
+2,880
439
$81K 0.01%
+902
440
$81K 0.01%
+2,173
441
$80K 0.01%
+1,404
442
$80K 0.01%
+1,756
443
$78K 0.01%
+2,265
444
$77K 0.01%
+1,600
445
$77K 0.01%
+1,951
446
$76K 0.01%
+1,445
447
$75K 0.01%
+2,950
448
$75K 0.01%
+2,500
449
$73K 0.01%
+4,000
450
$73K 0.01%
+1,384
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