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
576
$92K ﹤0.01%
1,611
577
$92K ﹤0.01%
60
578
$91K ﹤0.01%
1,707
-1
579
$91K ﹤0.01%
782
-27
580
$90K ﹤0.01%
+781
581
$90K ﹤0.01%
1,605
-106
582
$90K ﹤0.01%
3,127
-1,960
583
$89K ﹤0.01%
10,460
-324
584
$89K ﹤0.01%
3,381
585
$88K ﹤0.01%
8,295
586
$88K ﹤0.01%
1,400
587
$88K ﹤0.01%
13,300
588
$88K ﹤0.01%
652
-40
589
$87K ﹤0.01%
959
590
$87K ﹤0.01%
643
591
$87K ﹤0.01%
+2,257
592
$87K ﹤0.01%
10,753
593
$87K ﹤0.01%
4,800
594
$86K ﹤0.01%
1,711
+385
595
$86K ﹤0.01%
4,166
596
$85K ﹤0.01%
320
+25
597
$85K ﹤0.01%
1,296
+24
598
$85K ﹤0.01%
1,727
-82
599
$80K ﹤0.01%
4,000
600
$80K ﹤0.01%
1,812
-1,552
22 23
24
25 26