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
826
$19K ﹤0.01%
517
827
$18K ﹤0.01%
282
828
$18K ﹤0.01%
743
829
$18K ﹤0.01%
600
830
$18K ﹤0.01%
506
+35
831
$18K ﹤0.01%
1,093
832
$18K ﹤0.01%
+15,881
833
$17K ﹤0.01%
412
834
$17K ﹤0.01%
1,901
835
$17K ﹤0.01%
500
836
$17K ﹤0.01%
600
837
$17K ﹤0.01%
212
-628
838
$17K ﹤0.01%
276
839
$17K ﹤0.01%
269
840
$17K ﹤0.01%
1,265
+8
841
$17K ﹤0.01%
455
-520
842
$16K ﹤0.01%
362
843
$16K ﹤0.01%
230
844
$16K ﹤0.01%
1,034
845
$16K ﹤0.01%
+871
846
$16K ﹤0.01%
1,886
847
$16K ﹤0.01%
280
-278
848
$16K ﹤0.01%
473
849
$16K ﹤0.01%
103
-743
850
$15K ﹤0.01%
253
+10
32 33
34
35 36