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
801
$6K ﹤0.01%
+134
802
$6K ﹤0.01%
+3,418
803
$5K ﹤0.01%
+213
804
$5K ﹤0.01%
+188
805
$5K ﹤0.01%
+75
806
$5K ﹤0.01%
+40
807
$5K ﹤0.01%
+219
808
$5K ﹤0.01%
+244
809
$5K ﹤0.01%
+307
810
$4K ﹤0.01%
+1,000
811
$4K ﹤0.01%
+35
812
$4K ﹤0.01%
+95
813
$4K ﹤0.01%
+75
814
$4K ﹤0.01%
+100
815
$4K ﹤0.01%
+500
816
$4K ﹤0.01%
+258
817
$4K ﹤0.01%
+111
818
$4K ﹤0.01%
+519
819
$3K ﹤0.01%
+95
820
$3K ﹤0.01%
+165
821
$3K ﹤0.01%
+52
822
$3K ﹤0.01%
+75
823
$3K ﹤0.01%
+52
824
$3K ﹤0.01%
+300
825
$3K ﹤0.01%
+62
31 32
33
34 35