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
576
$29K ﹤0.01%
+1,022
577
$29K ﹤0.01%
+459
578
$28K ﹤0.01%
+1,056
579
$28K ﹤0.01%
+743
580
$28K ﹤0.01%
+29
581
$28K ﹤0.01%
+900
582
$27K ﹤0.01%
+755
583
$27K ﹤0.01%
+2,392
584
$27K ﹤0.01%
+966
585
$27K ﹤0.01%
+450
586
$26K ﹤0.01%
+3,886
587
$26K ﹤0.01%
+3,375
588
$26K ﹤0.01%
+1,893
589
$26K ﹤0.01%
+1,100
590
$26K ﹤0.01%
+600
591
$26K ﹤0.01%
+1,000
592
$26K ﹤0.01%
+470
593
$26K ﹤0.01%
+651
594
$25K ﹤0.01%
+500
595
$25K ﹤0.01%
+373
596
$25K ﹤0.01%
+370
597
$25K ﹤0.01%
+750
598
$25K ﹤0.01%
+610
599
$25K ﹤0.01%
+500
600
$25K ﹤0.01%
+725
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