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
801
$22K ﹤0.01%
102
802
$22K ﹤0.01%
477
803
$22K ﹤0.01%
86
+5
804
$21K ﹤0.01%
400
805
$21K ﹤0.01%
1,047
-2,274
806
$21K ﹤0.01%
287
807
$21K ﹤0.01%
+710
808
$20K ﹤0.01%
623
-531
809
$20K ﹤0.01%
272
+28
810
$20K ﹤0.01%
345
811
$20K ﹤0.01%
386
812
$20K ﹤0.01%
+400
813
$19K ﹤0.01%
10,000
814
$19K ﹤0.01%
180
-648
815
$19K ﹤0.01%
414
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816
$19K ﹤0.01%
72
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$19K ﹤0.01%
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$19K ﹤0.01%
635
819
$19K ﹤0.01%
440
820
$19K ﹤0.01%
150
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821
$19K ﹤0.01%
447
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$19K ﹤0.01%
232
823
$19K ﹤0.01%
789
-134
824
$19K ﹤0.01%
739
825
$19K ﹤0.01%
1,308
-300
31 32
33
34 35