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
726
$24K ﹤0.01%
1,065
+315
727
$24K ﹤0.01%
304
728
$24K ﹤0.01%
1,000
729
$24K ﹤0.01%
990
-100
730
$24K ﹤0.01%
415
731
$24K ﹤0.01%
1,000
732
$24K ﹤0.01%
1,165
733
$24K ﹤0.01%
2,200
-6,000
734
$24K ﹤0.01%
864
735
$24K ﹤0.01%
817
736
$24K ﹤0.01%
195
-821
737
$24K ﹤0.01%
+500
738
$23K ﹤0.01%
740
739
$23K ﹤0.01%
636
+300
740
$23K ﹤0.01%
400
741
$23K ﹤0.01%
393
742
$23K ﹤0.01%
315
743
$23K ﹤0.01%
135
744
$23K ﹤0.01%
133
745
$22K ﹤0.01%
600
746
$22K ﹤0.01%
474
747
$22K ﹤0.01%
676
748
$21K ﹤0.01%
445
749
$21K ﹤0.01%
402
750
$21K ﹤0.01%
198
28 29
30
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