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
551
$68K 0.01%
1,354
+80
552
$68K 0.01%
1,520
-459
553
$67K 0.01%
2,250
554
$67K 0.01%
1,735
+663
555
$67K 0.01%
500
556
$67K 0.01%
4,355
+1,505
557
$66K 0.01%
211
-74
558
$66K 0.01%
1,494
559
$65K 0.01%
3,500
-6,000
560
$65K 0.01%
+3,600
561
$64K 0.01%
+1,356
562
$64K 0.01%
1,000
563
$63K 0.01%
+2,500
564
$63K 0.01%
1,000
565
$63K 0.01%
3,433
+679
566
$63K 0.01%
1,496
567
$63K 0.01%
1,027
568
$63K 0.01%
924
-208
569
$62K 0.01%
948
570
$62K 0.01%
+1,000
571
$61K 0.01%
574
572
$61K 0.01%
+900
573
$60K ﹤0.01%
4,622
-341
574
$60K ﹤0.01%
1,355
575
$60K ﹤0.01%
511
-52
21 22
23
24 25