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
676
$17K ﹤0.01%
+570
677
$17K ﹤0.01%
+1,000
678
$17K ﹤0.01%
+510
679
$17K ﹤0.01%
+284
680
$17K ﹤0.01%
+1,435
681
$17K ﹤0.01%
+494
682
$17K ﹤0.01%
+1,275
683
$17K ﹤0.01%
+624
684
$17K ﹤0.01%
+468
685
$16K ﹤0.01%
+300
686
$16K ﹤0.01%
+320
687
$16K ﹤0.01%
+1,158
688
$16K ﹤0.01%
+894
689
$16K ﹤0.01%
+204
690
$16K ﹤0.01%
+462
691
$16K ﹤0.01%
+320
692
$16K ﹤0.01%
+424
693
$15K ﹤0.01%
+479
694
$15K ﹤0.01%
+415
695
$15K ﹤0.01%
+362
696
$15K ﹤0.01%
+1,729
697
$15K ﹤0.01%
+665
698
$15K ﹤0.01%
+760
699
$15K ﹤0.01%
+150
700
$15K ﹤0.01%
+682
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