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
701
$28K ﹤0.01%
+648
702
$28K ﹤0.01%
500
+100
703
$28K ﹤0.01%
2,122
704
$28K ﹤0.01%
3,000
705
$28K ﹤0.01%
6,378
+2,308
706
$28K ﹤0.01%
530
707
$27K ﹤0.01%
118
708
$27K ﹤0.01%
477
709
$27K ﹤0.01%
183
710
$27K ﹤0.01%
+343
711
$27K ﹤0.01%
240
712
$27K ﹤0.01%
1,200
713
$26K ﹤0.01%
1,288
714
$26K ﹤0.01%
180
715
$26K ﹤0.01%
1,433
716
$26K ﹤0.01%
1,781
717
$26K ﹤0.01%
2,000
718
$26K ﹤0.01%
480
719
$26K ﹤0.01%
973
720
$25K ﹤0.01%
+1,000
721
$25K ﹤0.01%
472
722
$25K ﹤0.01%
875
723
$25K ﹤0.01%
725
724
$25K ﹤0.01%
350
725
$25K ﹤0.01%
392
27 28
29
30 31