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
726
$12K ﹤0.01%
+2,090
727
$12K ﹤0.01%
+585
728
$12K ﹤0.01%
+300
729
$12K ﹤0.01%
+250
730
$11K ﹤0.01%
+510
731
$11K ﹤0.01%
+325
732
$11K ﹤0.01%
+290
733
$11K ﹤0.01%
+250
734
$11K ﹤0.01%
+2,286
735
$11K ﹤0.01%
+1,060
736
$11K ﹤0.01%
+350
737
$11K ﹤0.01%
+145
738
$11K ﹤0.01%
+280
739
$11K ﹤0.01%
+250
740
$11K ﹤0.01%
+500
741
$11K ﹤0.01%
+335
742
$11K ﹤0.01%
+455
743
$10K ﹤0.01%
+143
744
$10K ﹤0.01%
+700
745
$10K ﹤0.01%
+300
746
$10K ﹤0.01%
+349
747
$10K ﹤0.01%
+240
748
$10K ﹤0.01%
+862
749
$10K ﹤0.01%
+1,375
750
$10K ﹤0.01%
+288
28 29
30
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