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
526
$43K 0.01%
+853
527
$43K 0.01%
+1,000
528
$43K 0.01%
+1,714
529
$42K 0.01%
+1,245
530
$42K 0.01%
+1,515
531
$42K 0.01%
+1,841
532
$41K 0.01%
+1,121
533
$40K 0.01%
+1,000
534
$39K 0.01%
+1,156
535
$39K 0.01%
+1,864
536
$39K 0.01%
+1,060
537
$39K 0.01%
+900
538
$39K 0.01%
+685
539
$39K 0.01%
+900
540
$38K 0.01%
+590
541
$38K 0.01%
+2,800
542
$38K 0.01%
+2,861
543
$37K 0.01%
+1,139
544
$37K 0.01%
+1,136
545
$36K 0.01%
+500
546
$36K 0.01%
+421
547
$35K 0.01%
+3,000
548
$35K 0.01%
+400
549
$35K 0.01%
+526
550
$34K ﹤0.01%
+1,000
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