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
626
$46K ﹤0.01%
285
627
$46K ﹤0.01%
250
-100
628
$46K ﹤0.01%
1,350
-150
629
$45K ﹤0.01%
1,930
630
$45K ﹤0.01%
2,050
631
$45K ﹤0.01%
777
632
$45K ﹤0.01%
2,591
633
$44K ﹤0.01%
765
634
$44K ﹤0.01%
1,079
+1,000
635
$44K ﹤0.01%
225
636
$43K ﹤0.01%
980
637
$43K ﹤0.01%
1,350
-850
638
$43K ﹤0.01%
2,106
639
$43K ﹤0.01%
357
640
$43K ﹤0.01%
1,227
-557
641
$42K ﹤0.01%
600
642
$42K ﹤0.01%
2,368
643
$42K ﹤0.01%
406
644
$42K ﹤0.01%
1,050
645
$41K ﹤0.01%
+233
646
$41K ﹤0.01%
+790
647
$41K ﹤0.01%
2,156
648
$41K ﹤0.01%
700
649
$40K ﹤0.01%
645
-55
650
$40K ﹤0.01%
1,426
24 25
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