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
51
$4.12M 0.59%
+80,433
52
$4.12M 0.59%
+49,951
53
$3.98M 0.57%
+65,203
54
$3.97M 0.57%
+59,855
55
$3.96M 0.57%
+34,601
56
$3.92M 0.57%
+127,802
57
$3.73M 0.54%
+41,501
58
$3.69M 0.53%
+51,550
59
$3.69M 0.53%
+74,061
60
$3.61M 0.52%
+54,500
61
$3.42M 0.49%
+58,442
62
$3.38M 0.49%
+86,258
63
$3.27M 0.47%
+29,255
64
$3.23M 0.47%
+98,582
65
$3.05M 0.44%
+48,128
66
$2.87M 0.41%
+34,277
67
$2.84M 0.41%
+44,498
68
$2.82M 0.41%
+40,997
69
$2.77M 0.4%
+35,785
70
$2.72M 0.39%
+55,859
71
$2.71M 0.39%
+58,959
72
$2.71M 0.39%
+35,835
73
$2.68M 0.39%
+49,166
74
$2.6M 0.38%
+110,140
75
$2.44M 0.35%
+50,545
1 2
3
4 5