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
751
$10K ﹤0.01%
+564
752
$10K ﹤0.01%
+2,017
753
$10K ﹤0.01%
+390
754
$10K ﹤0.01%
+300
755
$9K ﹤0.01%
+183
756
$9K ﹤0.01%
+691
757
$9K ﹤0.01%
+55
758
$9K ﹤0.01%
+600
759
$9K ﹤0.01%
+243
760
$9K ﹤0.01%
+100
761
$9K ﹤0.01%
+100
762
$9K ﹤0.01%
+150
763
$9K ﹤0.01%
+500
764
$9K ﹤0.01%
+355
765
$9K ﹤0.01%
+375
766
$9K ﹤0.01%
+375
767
$9K ﹤0.01%
+750
768
$9K ﹤0.01%
+498
769
$9K ﹤0.01%
+115
770
$9K ﹤0.01%
+87
771
$8K ﹤0.01%
+99
772
$8K ﹤0.01%
+115
773
$8K ﹤0.01%
+300
774
$8K ﹤0.01%
+700
775
$8K ﹤0.01%
+672
29 30
31
32 33