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
876
$13K ﹤0.01%
237
-2
877
$13K ﹤0.01%
245
878
$13K ﹤0.01%
270
879
$13K ﹤0.01%
76
880
$13K ﹤0.01%
1,000
881
$13K ﹤0.01%
987
882
$13K ﹤0.01%
600
883
$13K ﹤0.01%
58
-1
884
$13K ﹤0.01%
175
885
$13K ﹤0.01%
379
886
$13K ﹤0.01%
119
-42
887
$13K ﹤0.01%
217
888
$13K ﹤0.01%
2,625
889
$12K ﹤0.01%
4,295
890
$12K ﹤0.01%
400
891
$12K ﹤0.01%
775
892
$12K ﹤0.01%
380
893
$12K ﹤0.01%
+170
894
$12K ﹤0.01%
199
895
$12K ﹤0.01%
53
-103
896
$12K ﹤0.01%
210
897
$11K ﹤0.01%
1,647
898
$11K ﹤0.01%
146
+68
899
$11K ﹤0.01%
298
900
$11K ﹤0.01%
+346
34 35
36
37 38