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
501
$53K 0.01%
+1,404
502
$52K 0.01%
+1,138
503
$51K 0.01%
+615
504
$51K 0.01%
+3,000
505
$50K 0.01%
+1,226
506
$50K 0.01%
+1,119
507
$50K 0.01%
+1,000
508
$50K 0.01%
+582
509
$50K 0.01%
+66
510
$49K 0.01%
+1,745
511
$49K 0.01%
+500
512
$48K 0.01%
+825
513
$48K 0.01%
+2,635
514
$48K 0.01%
+790
515
$48K 0.01%
+1,168
516
$47K 0.01%
+1,185
517
$47K 0.01%
+2,179
518
$45K 0.01%
+2,250
519
$45K 0.01%
+750
520
$44K 0.01%
+1,250
521
$44K 0.01%
+1,440
522
$44K 0.01%
+4,200
523
$44K 0.01%
+1,675
524
$44K 0.01%
+1,503
525
$44K 0.01%
+937
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