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
776
$8K ﹤0.01%
+250
777
$8K ﹤0.01%
+300
778
$8K ﹤0.01%
+600
779
$8K ﹤0.01%
+146
780
$8K ﹤0.01%
+600
781
$7K ﹤0.01%
+575
782
$7K ﹤0.01%
+500
783
$7K ﹤0.01%
+174
784
$7K ﹤0.01%
+330
785
$7K ﹤0.01%
+125
786
$7K ﹤0.01%
+100
787
$7K ﹤0.01%
+200
788
$7K ﹤0.01%
+160
789
$7K ﹤0.01%
+100
790
$7K ﹤0.01%
+211
791
$7K ﹤0.01%
+60
792
$7K ﹤0.01%
+225
793
$7K ﹤0.01%
+350
794
$7K ﹤0.01%
+100
795
$7K ﹤0.01%
+310
796
$6K ﹤0.01%
+160
797
$6K ﹤0.01%
+240
798
$6K ﹤0.01%
+330
799
$6K ﹤0.01%
+75
800
$6K ﹤0.01%
+300
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