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
601
$25K ﹤0.01%
+1,000
602
$25K ﹤0.01%
+744
603
$25K ﹤0.01%
+566
604
$25K ﹤0.01%
+660
605
$24K ﹤0.01%
+270
606
$24K ﹤0.01%
+1,149
607
$24K ﹤0.01%
+90
608
$24K ﹤0.01%
+1,250
609
$23K ﹤0.01%
+900
610
$23K ﹤0.01%
+600
611
$23K ﹤0.01%
+943
612
$23K ﹤0.01%
+6,055
613
$23K ﹤0.01%
+285
614
$23K ﹤0.01%
+1,060
615
$22K ﹤0.01%
+375
616
$22K ﹤0.01%
+700
617
$22K ﹤0.01%
+400
618
$22K ﹤0.01%
+500
619
$22K ﹤0.01%
+980
620
$22K ﹤0.01%
+469
621
$22K ﹤0.01%
+2,000
622
$22K ﹤0.01%
+735
623
$22K ﹤0.01%
+5
624
$22K ﹤0.01%
+268
625
$21K ﹤0.01%
+1,400
23 24
25
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