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
701
$15K ﹤0.01%
+185
702
$15K ﹤0.01%
+324
703
$15K ﹤0.01%
+888
704
$15K ﹤0.01%
+316
705
$15K ﹤0.01%
+861
706
$15K ﹤0.01%
+124
707
$14K ﹤0.01%
+330
708
$14K ﹤0.01%
+211
709
$14K ﹤0.01%
+1,526
710
$14K ﹤0.01%
+349
711
$14K ﹤0.01%
+400
712
$14K ﹤0.01%
+252
713
$14K ﹤0.01%
+486
714
$14K ﹤0.01%
+527
715
$14K ﹤0.01%
+334
716
$14K ﹤0.01%
+368
717
$14K ﹤0.01%
+1,036
718
$14K ﹤0.01%
+1,200
719
$14K ﹤0.01%
+295
720
$13K ﹤0.01%
+65
721
$13K ﹤0.01%
+2,000
722
$13K ﹤0.01%
+1,476
723
$13K ﹤0.01%
+527
724
$12K ﹤0.01%
+1,160
725
$12K ﹤0.01%
+500
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