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
601
$54K ﹤0.01%
+1,200
602
$54K ﹤0.01%
1,300
603
$53K ﹤0.01%
+1,878
604
$53K ﹤0.01%
1,123
+431
605
$52K ﹤0.01%
555
606
$51K ﹤0.01%
+300
607
$51K ﹤0.01%
2,616
+1,125
608
$51K ﹤0.01%
1,484
609
$50K ﹤0.01%
1,150
+617
610
$50K ﹤0.01%
500
611
$50K ﹤0.01%
5,552
612
$50K ﹤0.01%
+5,544
613
$49K ﹤0.01%
4,281
614
$48K ﹤0.01%
+800
615
$48K ﹤0.01%
1,729
616
$48K ﹤0.01%
810
617
$47K ﹤0.01%
1,821
-45
618
$47K ﹤0.01%
743
619
$47K ﹤0.01%
+936
620
$47K ﹤0.01%
1,567
621
$46K ﹤0.01%
+600
622
$46K ﹤0.01%
4,145
-4,132
623
$46K ﹤0.01%
170
624
$46K ﹤0.01%
306
625
$46K ﹤0.01%
744
23 24
25
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