WTC

WhitTier Trust Company Portfolio holdings

AUM $4.41B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
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
26
$11M 0.9%
327,725
-9,923
27
$11M 0.9%
255,623
+52,272
28
$10.5M 0.86%
43,562
-387
29
$10.4M 0.85%
66,776
+232
30
$9.81M 0.8%
221,815
+7,627
31
$9.62M 0.79%
199,263
+2,514
32
$9.59M 0.78%
160,080
+2,309
33
$9.39M 0.77%
118,412
+5,775
34
$9.28M 0.76%
178,597
+9,794
35
$9.27M 0.76%
97,946
+6,478
36
$9.15M 0.75%
90,080
+5,610
37
$8.74M 0.71%
138,226
+7,697
38
$8.71M 0.71%
168,720
+52
39
$8.32M 0.68%
110,360
+927
40
$8.29M 0.68%
128,264
+2,977
41
$8.2M 0.67%
53,197
42
$8.09M 0.66%
55,033
+500
43
$8.04M 0.66%
155,060
+5,640
44
$8.02M 0.66%
57,923
+7,644
45
$7.95M 0.65%
295,243
+23,896
46
$7.91M 0.65%
168,370
+3,569
47
$7.69M 0.63%
115,725
+13,150
48
$7.53M 0.62%
31,197
-760
49
$7.47M 0.61%
179,082
+8,128
50
$7.46M 0.61%
39,127
-55
1
2
3 4 5