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
926
$4K ﹤0.01%
106
927
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110
928
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53
929
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111
930
$4K ﹤0.01%
81
931
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+138
932
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268
933
$4K ﹤0.01%
1,002
934
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+96
935
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95
936
$4K ﹤0.01%
146
937
$4K ﹤0.01%
2,980
938
$4K ﹤0.01%
173
939
$4K ﹤0.01%
62
940
$4K ﹤0.01%
29
941
$3K ﹤0.01%
76
942
$3K ﹤0.01%
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943
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16
944
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85
945
$3K ﹤0.01%
61
946
$3K ﹤0.01%
517
947
$3K ﹤0.01%
144
948
$3K ﹤0.01%
85
949
$3K ﹤0.01%
68
950
$3K ﹤0.01%
62
36 37
38
39 40