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
626
$21K ﹤0.01%
+350
627
$21K ﹤0.01%
+277
628
$21K ﹤0.01%
+449
629
$21K ﹤0.01%
+256
630
$21K ﹤0.01%
+400
631
$20K ﹤0.01%
+730
632
$20K ﹤0.01%
+1,395
633
$20K ﹤0.01%
+1,056
634
$20K ﹤0.01%
+243
635
$20K ﹤0.01%
+360
636
$20K ﹤0.01%
+371
637
$20K ﹤0.01%
+734
638
$20K ﹤0.01%
+645
639
$19K ﹤0.01%
+572
640
$19K ﹤0.01%
+1,200
641
$19K ﹤0.01%
+500
642
$19K ﹤0.01%
+350
643
$19K ﹤0.01%
+750
644
$19K ﹤0.01%
+779
645
$19K ﹤0.01%
+125
646
$19K ﹤0.01%
+260
647
$19K ﹤0.01%
+242
648
$19K ﹤0.01%
+973
649
$19K ﹤0.01%
+500
650
$19K ﹤0.01%
+613