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
826
$3K ﹤0.01%
+110
827
$3K ﹤0.01%
+220
828
$3K ﹤0.01%
+85
829
$3K ﹤0.01%
+30
830
$3K ﹤0.01%
+95
831
$3K ﹤0.01%
+30
832
$3K ﹤0.01%
+58
833
$3K ﹤0.01%
+50
834
$2K ﹤0.01%
+74
835
$2K ﹤0.01%
+80
836
$2K ﹤0.01%
+61
837
$2K ﹤0.01%
+40
838
$2K ﹤0.01%
+153
839
$2K ﹤0.01%
+24
840
$2K ﹤0.01%
+320
841
$2K ﹤0.01%
+350
842
$1K ﹤0.01%
+8
843
$1K ﹤0.01%
+25
844
$1K ﹤0.01%
+25
845
$1K ﹤0.01%
+40
846
$1K ﹤0.01%
+47
847
$1K ﹤0.01%
+53
848
$1K ﹤0.01%
+120
849
$1K ﹤0.01%
+19
850
$1K ﹤0.01%
+12
31 32 33
34
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