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
$2.35B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$7.2M
3
+$5.98M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.76M
5
NVO icon
Novo Nordisk
NVO
+$2.94M

Top Sells

1
+$6.61M
2
+$6.37M
3
+$2.08M
4
SNV icon
Synovus
SNV
+$1.93M
5
BOH icon
Bank of Hawaii
BOH
+$1.59M

Sector Composition

1 Technology 19.4%
2 Healthcare 9.94%
3 Financials 9.56%
4 Consumer Discretionary 7.59%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$55K ﹤0.01%
1,447
652
$55K ﹤0.01%
1,383
-800
653
$55K ﹤0.01%
677
654
$54K ﹤0.01%
500
655
$54K ﹤0.01%
715
656
$53K ﹤0.01%
1,931
-127
657
$53K ﹤0.01%
595
-435
658
$53K ﹤0.01%
1,152
659
$52K ﹤0.01%
1,543
-104
660
$52K ﹤0.01%
661
-100
661
$52K ﹤0.01%
3,877
662
$51K ﹤0.01%
+650
663
$51K ﹤0.01%
574
664
$50K ﹤0.01%
1,106
665
$50K ﹤0.01%
224
666
$49K ﹤0.01%
611
-330
667
$49K ﹤0.01%
687
668
$49K ﹤0.01%
245
669
$49K ﹤0.01%
3,082
670
$49K ﹤0.01%
454
+21
671
$49K ﹤0.01%
1,357
-69
672
$48K ﹤0.01%
641
673
$48K ﹤0.01%
1,170
674
$48K ﹤0.01%
3,730
-206
675
$47K ﹤0.01%
1,100
25 26
27
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