WTC

WhitTier Trust Company Portfolio holdings

AUM $4.41B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
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
901
$6K ﹤0.01%
459
902
$6K ﹤0.01%
350
-5,193
903
$6K ﹤0.01%
24
904
$5K ﹤0.01%
68
905
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906
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907
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192
908
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52
909
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400
910
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300
911
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200
-650
912
$5K ﹤0.01%
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913
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2,670
914
$5K ﹤0.01%
269
915
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916
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917
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918
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919
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150
920
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921
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922
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92
923
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146
924
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2,980
925
$4K ﹤0.01%
173