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
651
$40K ﹤0.01%
+1,000
652
$40K ﹤0.01%
620
653
$40K ﹤0.01%
1,303
654
$39K ﹤0.01%
+800
655
$39K ﹤0.01%
1,260
+666
656
$39K ﹤0.01%
2,252
+1,052
657
$39K ﹤0.01%
452
658
$39K ﹤0.01%
1,578
659
$39K ﹤0.01%
+500
660
$38K ﹤0.01%
305
661
$38K ﹤0.01%
+1,400
662
$38K ﹤0.01%
590
-828
663
$38K ﹤0.01%
500
664
$38K ﹤0.01%
+1,800
665
$38K ﹤0.01%
3,500
666
$38K ﹤0.01%
1,000
667
$37K ﹤0.01%
300
668
$37K ﹤0.01%
183
669
$36K ﹤0.01%
+2,040
670
$36K ﹤0.01%
1,647
671
$36K ﹤0.01%
+1,688
672
$36K ﹤0.01%
315
673
$36K ﹤0.01%
548
-605
674
$36K ﹤0.01%
575
675
$36K ﹤0.01%
308
25 26
27
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