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
576
$60K ﹤0.01%
1,990
-189
577
$60K ﹤0.01%
1,600
578
$59K ﹤0.01%
539
579
$59K ﹤0.01%
3,000
580
$59K ﹤0.01%
500
581
$58K ﹤0.01%
9,050
582
$58K ﹤0.01%
+1,700
583
$58K ﹤0.01%
1,648
584
$58K ﹤0.01%
475
+300
585
$58K ﹤0.01%
2,284
+1,094
586
$58K ﹤0.01%
870
-780
587
$57K ﹤0.01%
+4,000
588
$57K ﹤0.01%
736
+279
589
$57K ﹤0.01%
2,340
590
$56K ﹤0.01%
1,400
591
$56K ﹤0.01%
1,500
592
$56K ﹤0.01%
1,000
593
$56K ﹤0.01%
1,939
+1,211
594
$55K ﹤0.01%
2,500
595
$55K ﹤0.01%
+1,651
596
$55K ﹤0.01%
1,072
597
$55K ﹤0.01%
45
+20
598
$55K ﹤0.01%
450
599
$54K ﹤0.01%
1,500
600
$54K ﹤0.01%
1,450
22 23
24
25 26