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
26
$6.36M 0.92%
+256,143
27
$6.16M 0.89%
+153,506
28
$6.11M 0.88%
+157,493
29
$5.9M 0.85%
+78,902
30
$5.89M 0.85%
+67,998
31
$5.78M 0.83%
+56,406
32
$5.62M 0.81%
+173,188
33
$5.56M 0.8%
+33
34
$5.53M 0.8%
+123,777
35
$5.4M 0.78%
+130,609
36
$5.34M 0.77%
+120,588
37
$5.25M 0.76%
+35,328
38
$5.02M 0.72%
+206,499
39
$4.96M 0.72%
+60,692
40
$4.83M 0.7%
+109,201
41
$4.71M 0.68%
+32,145
42
$4.65M 0.67%
+153,999
43
$4.54M 0.65%
+159,093
44
$4.5M 0.65%
+323,740
45
$4.49M 0.65%
+93,448
46
$4.48M 0.65%
+40,179
47
$4.44M 0.64%
+127,244
48
$4.43M 0.64%
+87,991
49
$4.36M 0.63%
+78,081
50
$4.25M 0.61%
+67,248
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