WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$8.9M
2
+$7.26M
3
+$2.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.24M
5
CSCO icon
Cisco
CSCO
+$2.22M

Top Sells

1
+$760K
2
+$646K
3
+$628K
4
VR
Validus Hold Ltd
VR
+$603K
5
IYF icon
iShares US Financials ETF
IYF
+$586K

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%
455
827
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168
828
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50
829
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456
+26
830
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600
831
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+500
832
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+850
833
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55
-23
834
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593
835
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100
836
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554
+331
837
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186
838
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130
839
$10K ﹤0.01%
300
840
$10K ﹤0.01%
505
+326
841
$10K ﹤0.01%
624
-432
842
$10K ﹤0.01%
189
843
$10K ﹤0.01%
226
+84
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