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
826
$11K ﹤0.01%
50
827
$11K ﹤0.01%
456
+26
828
$11K ﹤0.01%
600
829
$11K ﹤0.01%
+500
830
$11K ﹤0.01%
140
831
$11K ﹤0.01%
149
832
$10K ﹤0.01%
+850
833
$10K ﹤0.01%
55
-23
834
$10K ﹤0.01%
226
+84
835
$10K ﹤0.01%
593
836
$10K ﹤0.01%
100
837
$10K ﹤0.01%
554
+331
838
$10K ﹤0.01%
186
839
$10K ﹤0.01%
130
840
$10K ﹤0.01%
300
841
$10K ﹤0.01%
505
+326
842
$10K ﹤0.01%
624
-432
843
$10K ﹤0.01%
189
844
$9K ﹤0.01%
1,034
845
$9K ﹤0.01%
131
846
$9K ﹤0.01%
1,117
847
$9K ﹤0.01%
241
848
$9K ﹤0.01%
105
849
$9K ﹤0.01%
300
850
$9K ﹤0.01%
285
32 33
34
35 36