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
426
$143K 0.01%
+5,694
427
$142K 0.01%
774
+740
428
$142K 0.01%
1,702
429
$141K 0.01%
4,447
-280
430
$141K 0.01%
13,458
+7,974
431
$140K 0.01%
400
-195
432
$139K 0.01%
2,127
433
$137K 0.01%
3,410
434
$136K 0.01%
1,284
-313
435
$134K 0.01%
2,405
436
$134K 0.01%
5,176
-430
437
$132K 0.01%
1,200
438
$129K 0.01%
1,274
+616
439
$128K 0.01%
1,406
440
$128K 0.01%
+10,000
441
$127K 0.01%
504
442
$127K 0.01%
783
443
$125K 0.01%
2,900
444
$125K 0.01%
935
445
$124K 0.01%
990
446
$122K 0.01%
12,500
447
$121K 0.01%
58
448
$121K 0.01%
1,600
449
$121K 0.01%
3,299
-59
450
$120K 0.01%
1,647
-156
16 17
18
19 20