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
851
$9K ﹤0.01%
115
852
$9K ﹤0.01%
75
853
$9K ﹤0.01%
175
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%
152
859
$8K ﹤0.01%
504
-951
860
$8K ﹤0.01%
113
861
$8K ﹤0.01%
127
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$8K ﹤0.01%
404
863
$8K ﹤0.01%
225
864
$8K ﹤0.01%
40
865
$8K ﹤0.01%
157
866
$8K ﹤0.01%
+263
867
$8K ﹤0.01%
150
868
$8K ﹤0.01%
150
-2,447
869
$8K ﹤0.01%
450
-1,809
870
$8K ﹤0.01%
30
871
$7K ﹤0.01%
275
872
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35
873
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100
874
$7K ﹤0.01%
255
875
$7K ﹤0.01%
54
-35
33 34
35
36 37