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
651
$19K ﹤0.01%
+1,311
652
$19K ﹤0.01%
+448
653
$19K ﹤0.01%
+340
654
$19K ﹤0.01%
+1,178
655
$18K ﹤0.01%
+230
656
$18K ﹤0.01%
+943
657
$18K ﹤0.01%
+766
658
$18K ﹤0.01%
+405
659
$18K ﹤0.01%
+472
660
$18K ﹤0.01%
+700
661
$18K ﹤0.01%
+342
662
$18K ﹤0.01%
+506
663
$18K ﹤0.01%
+945
664
$18K ﹤0.01%
+268
665
$18K ﹤0.01%
+548
666
$18K ﹤0.01%
+872
667
$18K ﹤0.01%
+360
668
$18K ﹤0.01%
+554
669
$17K ﹤0.01%
+1,460
670
$17K ﹤0.01%
+393
671
$17K ﹤0.01%
+284
672
$17K ﹤0.01%
+697
673
$17K ﹤0.01%
+1,047
674
$17K ﹤0.01%
+316
675
$17K ﹤0.01%
+2,250