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
476
$106K 0.01%
2,325
477
$106K 0.01%
1,650
478
$106K 0.01%
2,168
-80
479
$104K 0.01%
2,833
480
$104K 0.01%
2,550
481
$103K 0.01%
+1,000
482
$102K 0.01%
6,450
483
$102K 0.01%
2,437
+416
484
$101K 0.01%
1,869
+1,500
485
$100K 0.01%
1,122
486
$99K 0.01%
2,625
+996
487
$99K 0.01%
1,878
+1,575
488
$97K 0.01%
+2,146
489
$97K 0.01%
600
490
$97K 0.01%
680
+240
491
$96K 0.01%
920
492
$96K 0.01%
1,215
493
$96K 0.01%
2,548
+800
494
$94K 0.01%
1,304
495
$93K 0.01%
680
-414
496
$93K 0.01%
3,683
+44
497
$93K 0.01%
1,700
+648
498
$93K 0.01%
1,800
499
$92K 0.01%
1,094
500
$92K 0.01%
7,000
18 19
20
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