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
776
$17K ﹤0.01%
110
777
$17K ﹤0.01%
780
+500
778
$17K ﹤0.01%
+319
779
$17K ﹤0.01%
540
780
$16K ﹤0.01%
912
781
$16K ﹤0.01%
135
782
$16K ﹤0.01%
225
783
$16K ﹤0.01%
+143
784
$15K ﹤0.01%
365
785
$15K ﹤0.01%
116
-27
786
$15K ﹤0.01%
138
787
$15K ﹤0.01%
950
788
$15K ﹤0.01%
165
789
$15K ﹤0.01%
138
790
$15K ﹤0.01%
300
791
$15K ﹤0.01%
123
792
$15K ﹤0.01%
1,069
-400
793
$14K ﹤0.01%
+500
794
$14K ﹤0.01%
716
795
$14K ﹤0.01%
222
796
$14K ﹤0.01%
399
797
$14K ﹤0.01%
300
798
$14K ﹤0.01%
216
799
$14K ﹤0.01%
500
800
$14K ﹤0.01%
219
30 31
32
33 34