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
776
$26K ﹤0.01%
1,603
777
$25K ﹤0.01%
350
778
$25K ﹤0.01%
1,506
+500
779
$25K ﹤0.01%
1,576
+96
780
$25K ﹤0.01%
574
781
$25K ﹤0.01%
125
782
$25K ﹤0.01%
3,275
783
$25K ﹤0.01%
501
784
$25K ﹤0.01%
3,000
785
$25K ﹤0.01%
342
786
$25K ﹤0.01%
81
787
$25K ﹤0.01%
157
788
$24K ﹤0.01%
510
789
$24K ﹤0.01%
30
790
$24K ﹤0.01%
86
-5
791
$24K ﹤0.01%
1,233
792
$24K ﹤0.01%
233
+20
793
$23K ﹤0.01%
500
794
$23K ﹤0.01%
287
795
$23K ﹤0.01%
340
796
$23K ﹤0.01%
323
+117
797
$23K ﹤0.01%
973
798
$22K ﹤0.01%
335
799
$22K ﹤0.01%
98
+8
800
$22K ﹤0.01%
+1,644
30 31
32
33 34