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
676
$35K ﹤0.01%
450
677
$35K ﹤0.01%
245
678
$34K ﹤0.01%
+500
679
$34K ﹤0.01%
400
680
$34K ﹤0.01%
1,234
-297
681
$34K ﹤0.01%
1,070
-150
682
$34K ﹤0.01%
263
683
$33K ﹤0.01%
2,100
684
$33K ﹤0.01%
2,500
685
$32K ﹤0.01%
380
686
$32K ﹤0.01%
+740
687
$32K ﹤0.01%
3,300
688
$31K ﹤0.01%
284
-14
689
$30K ﹤0.01%
153
690
$30K ﹤0.01%
+1,000
691
$29K ﹤0.01%
2,300
692
$29K ﹤0.01%
1,400
693
$29K ﹤0.01%
738
-236
694
$29K ﹤0.01%
+500
695
$29K ﹤0.01%
585
696
$28K ﹤0.01%
238
697
$28K ﹤0.01%
875
698
$28K ﹤0.01%
2,310
699
$28K ﹤0.01%
1,855
700
$28K ﹤0.01%
500
26 27
28
29 30