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
851
$9K ﹤0.01%
115
852
$9K ﹤0.01%
75
853
$9K ﹤0.01%
174
854
$9K ﹤0.01%
192
855
$9K ﹤0.01%
240
-340
856
$9K ﹤0.01%
704
+271
857
$8K ﹤0.01%
130
-11
858
$8K ﹤0.01%
30
859
$8K ﹤0.01%
150
-2,447
860
$8K ﹤0.01%
450
-1,809
861
$8K ﹤0.01%
152
862
$8K ﹤0.01%
504
-951
863
$8K ﹤0.01%
113
864
$8K ﹤0.01%
127
865
$8K ﹤0.01%
404
866
$8K ﹤0.01%
225
867
$8K ﹤0.01%
40
868
$8K ﹤0.01%
157
869
$8K ﹤0.01%
+263
870
$8K ﹤0.01%
150
871
$7K ﹤0.01%
275
872
$7K ﹤0.01%
35
873
$7K ﹤0.01%
100
874
$7K ﹤0.01%
383
875
$7K ﹤0.01%
192
-120
33 34
35
36 37