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
501
$91K 0.01%
751
502
$91K 0.01%
3,070
503
$91K 0.01%
1,178
-300
504
$91K 0.01%
1,515
505
$90K 0.01%
556
506
$90K 0.01%
1,065
507
$90K 0.01%
1,740
508
$90K 0.01%
2,215
509
$90K 0.01%
1,162
+1,131
510
$89K 0.01%
2,088
511
$89K 0.01%
1,136
512
$87K 0.01%
3,650
+1,485
513
$87K 0.01%
4,825
514
$87K 0.01%
+2,000
515
$86K 0.01%
3,000
516
$86K 0.01%
1,400
517
$86K 0.01%
+1,000
518
$85K 0.01%
1,000
519
$85K 0.01%
2,782
+1,906
520
$84K 0.01%
1,637
521
$83K 0.01%
1,450
522
$83K 0.01%
4,995
523
$83K 0.01%
2,673
+176
524
$83K 0.01%
1,685
+645
525
$82K 0.01%
1,350
19 20
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