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
$2.35B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$7.2M
3
+$5.98M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.76M
5
NVO icon
Novo Nordisk
NVO
+$2.94M

Top Sells

1
+$6.61M
2
+$6.37M
3
+$2.08M
4
SNV icon
Synovus
SNV
+$1.93M
5
BOH icon
Bank of Hawaii
BOH
+$1.59M

Sector Composition

1 Technology 19.4%
2 Healthcare 9.94%
3 Financials 9.56%
4 Consumer Discretionary 7.59%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$103K ﹤0.01%
480
552
$103K ﹤0.01%
4,425
+3,840
553
$102K ﹤0.01%
2,712
554
$102K ﹤0.01%
2,003
555
$102K ﹤0.01%
347
556
$100K ﹤0.01%
9,304
-4,670
557
$100K ﹤0.01%
1,506
558
$99K ﹤0.01%
1,124
559
$99K ﹤0.01%
1,593
560
$98K ﹤0.01%
2,539
561
$98K ﹤0.01%
2,530
562
$96K ﹤0.01%
1,935
-6,378
563
$96K ﹤0.01%
398
564
$96K ﹤0.01%
4,357
565
$96K ﹤0.01%
1,136
566
$95K ﹤0.01%
459
567
$95K ﹤0.01%
+830
568
$95K ﹤0.01%
4,110
569
$94K ﹤0.01%
653
570
$94K ﹤0.01%
1,400
571
$94K ﹤0.01%
+650
572
$94K ﹤0.01%
1,000
573
$94K ﹤0.01%
880
574
$93K ﹤0.01%
769
575
$93K ﹤0.01%
2,843
-5
21 22
23
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