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
451
$118K 0.01%
840
-330
452
$117K 0.01%
6,663
453
$117K 0.01%
2,928
-592
454
$116K 0.01%
780
455
$115K 0.01%
2,551
456
$114K 0.01%
1,200
457
$114K 0.01%
+2,700
458
$113K 0.01%
4,126
+697
459
$112K 0.01%
2,150
-314
460
$112K 0.01%
1,514
461
$111K 0.01%
481
462
$111K 0.01%
1,811
-452
463
$111K 0.01%
2,570
+977
464
$109K 0.01%
3,200
465
$109K 0.01%
3,950
466
$109K 0.01%
2,462
-242
467
$108K 0.01%
1,125
468
$108K 0.01%
2,498
-500
469
$108K 0.01%
2,399
470
$108K 0.01%
7,698
471
$108K 0.01%
8,420
472
$107K 0.01%
2,340
-40
473
$107K 0.01%
+4,725
474
$107K 0.01%
870
-850
475
$106K 0.01%
+2,250
17 18
19
20 21