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
801
$14K ﹤0.01%
360
802
$14K ﹤0.01%
875
803
$14K ﹤0.01%
799
-65
804
$14K ﹤0.01%
651
805
$14K ﹤0.01%
95
806
$13K ﹤0.01%
175
807
$13K ﹤0.01%
150
808
$13K ﹤0.01%
1,160
809
$13K ﹤0.01%
874
810
$13K ﹤0.01%
590
+228
811
$13K ﹤0.01%
209
812
$13K ﹤0.01%
600
813
$13K ﹤0.01%
213
814
$13K ﹤0.01%
248
815
$13K ﹤0.01%
540
816
$13K ﹤0.01%
219
817
$13K ﹤0.01%
749
818
$12K ﹤0.01%
189
819
$12K ﹤0.01%
+300
820
$12K ﹤0.01%
284
821
$12K ﹤0.01%
200
-150
822
$12K ﹤0.01%
168
823
$11K ﹤0.01%
325
824
$11K ﹤0.01%
455
825
$11K ﹤0.01%
168
31 32
33
34 35