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
751
$21K ﹤0.01%
768
752
$21K ﹤0.01%
997
753
$21K ﹤0.01%
+500
754
$20K ﹤0.01%
+400
755
$20K ﹤0.01%
540
756
$20K ﹤0.01%
280
757
$20K ﹤0.01%
+375
758
$20K ﹤0.01%
1,000
759
$20K ﹤0.01%
700
760
$20K ﹤0.01%
35
761
$19K ﹤0.01%
290
762
$19K ﹤0.01%
+400
763
$19K ﹤0.01%
365
764
$19K ﹤0.01%
600
765
$19K ﹤0.01%
890
766
$19K ﹤0.01%
216
767
$18K ﹤0.01%
249
768
$18K ﹤0.01%
230
769
$18K ﹤0.01%
500
770
$18K ﹤0.01%
540
-800
771
$18K ﹤0.01%
1,264
-265
772
$18K ﹤0.01%
760
773
$18K ﹤0.01%
528
774
$17K ﹤0.01%
354
775
$17K ﹤0.01%
366
29 30
31
32 33