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
551
$34K ﹤0.01%
+1,039
552
$34K ﹤0.01%
+505
553
$33K ﹤0.01%
+500
554
$33K ﹤0.01%
+3,000
555
$33K ﹤0.01%
+825
556
$33K ﹤0.01%
+1,100
557
$33K ﹤0.01%
+2,500
558
$32K ﹤0.01%
+305
559
$32K ﹤0.01%
+1,134
560
$32K ﹤0.01%
+450
561
$32K ﹤0.01%
+2,000
562
$32K ﹤0.01%
+500
563
$32K ﹤0.01%
+435
564
$32K ﹤0.01%
+1,404
565
$32K ﹤0.01%
+530
566
$32K ﹤0.01%
+754
567
$30K ﹤0.01%
+1,580
568
$30K ﹤0.01%
+750
569
$30K ﹤0.01%
+2,000
570
$30K ﹤0.01%
+600
571
$30K ﹤0.01%
+600
572
$29K ﹤0.01%
+1,400
573
$29K ﹤0.01%
+606
574
$29K ﹤0.01%
+3,000
575
$29K ﹤0.01%
+1,965
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