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
476
$61K 0.01%
+1,286
477
$61K 0.01%
+1,200
478
$61K 0.01%
+1,541
479
$61K 0.01%
+4,455
480
$60K 0.01%
+1,305
481
$60K 0.01%
+1,700
482
$60K 0.01%
+965
483
$60K 0.01%
+481
484
$59K 0.01%
+1,500
485
$59K 0.01%
+4,495
486
$59K 0.01%
+3,700
487
$57K 0.01%
+3,085
488
$56K 0.01%
+12,740
489
$56K 0.01%
+1,574
490
$56K 0.01%
+510
491
$55K 0.01%
+917
492
$55K 0.01%
+1,130
493
$55K 0.01%
+875
494
$54K 0.01%
+1,115
495
$54K 0.01%
+875
496
$54K 0.01%
+2,456
497
$54K 0.01%
+1,690
498
$54K 0.01%
+600
499
$54K 0.01%
+5,667
500
$53K 0.01%
+1,325
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