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
51
$7.4M 0.6%
161,727
+11,433
52
$6.9M 0.56%
99,021
-150
53
$6.85M 0.56%
68,918
+2,840
54
$6.62M 0.54%
45,115
+1,902
55
$6.6M 0.54%
51,329
-3,171
56
$6.53M 0.53%
150,426
+5,926
57
$6.27M 0.51%
11,570
+80
58
$5.86M 0.48%
122,589
+270
59
$5.62M 0.46%
31,538
-644
60
$5.59M 0.46%
70,572
+5,903
61
$5.3M 0.43%
62,519
+10,269
62
$5.06M 0.41%
93,096
-389
63
$5.05M 0.41%
81,134
+6,091
64
$5.05M 0.41%
61,495
-1,534
65
$5.05M 0.41%
23,592
+923
66
$5.03M 0.41%
74,492
+2,029
67
$5M 0.41%
122,648
+4,692
68
$4.99M 0.41%
33,878
-485
69
$4.99M 0.41%
133,050
+56,075
70
$4.76M 0.39%
142,048
+10,884
71
$4.69M 0.38%
51,471
-5,952
72
$4.69M 0.38%
50,245
+800
73
$4.66M 0.38%
89,276
+5,520
74
$4.43M 0.36%
89,253
+565
75
$4.36M 0.36%
75,336
-1,933
1 2
3
4 5