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
451
$73K 0.01%
+3,248
452
$72K 0.01%
+1,550
453
$71K 0.01%
+1,272
454
$71K 0.01%
+1,450
455
$70K 0.01%
+2,500
456
$70K 0.01%
+910
457
$69K 0.01%
+2,699
458
$69K 0.01%
+1,000
459
$68K 0.01%
+5,916
460
$68K 0.01%
+1,800
461
$67K 0.01%
+1,500
462
$67K 0.01%
+5,930
463
$67K 0.01%
+5,000
464
$67K 0.01%
+1,881
465
$67K 0.01%
+1,000
466
$67K 0.01%
+3,200
467
$66K 0.01%
+4,411
468
$66K 0.01%
+3,300
469
$65K 0.01%
+2,000
470
$65K 0.01%
+2,121
471
$65K 0.01%
+1,479
472
$64K 0.01%
+10,028
473
$63K 0.01%
+830
474
$63K 0.01%
+1,100
475
$63K 0.01%
+890
17 18
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