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
$2.35B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$7.2M
3
+$5.98M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.76M
5
NVO icon
Novo Nordisk
NVO
+$2.94M

Top Sells

1
+$6.61M
2
+$6.37M
3
+$2.08M
4
SNV icon
Synovus
SNV
+$1.93M
5
BOH icon
Bank of Hawaii
BOH
+$1.59M

Sector Composition

1 Technology 19.4%
2 Healthcare 9.94%
3 Financials 9.56%
4 Consumer Discretionary 7.59%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$29K ﹤0.01%
70
752
$29K ﹤0.01%
669
-223
753
$29K ﹤0.01%
1,015
-1,874
754
$29K ﹤0.01%
1,135
755
$29K ﹤0.01%
110
+8
756
$28K ﹤0.01%
+4,632
757
$28K ﹤0.01%
1,303
758
$28K ﹤0.01%
5,000
759
$28K ﹤0.01%
400
760
$27K ﹤0.01%
1,920
761
$27K ﹤0.01%
129
-166
762
$27K ﹤0.01%
+2,006
763
$27K ﹤0.01%
892
+62
764
$27K ﹤0.01%
943
-43
765
$27K ﹤0.01%
248
766
$27K ﹤0.01%
1,289
767
$27K ﹤0.01%
+2,500
768
$27K ﹤0.01%
635
+135
769
$27K ﹤0.01%
153
770
$26K ﹤0.01%
+230
771
$26K ﹤0.01%
180
772
$26K ﹤0.01%
2,090
773
$26K ﹤0.01%
3,090
+166
774
$26K ﹤0.01%
1,419
775
$26K ﹤0.01%
882
29 30
31
32 33