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
$693M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$17.2M
3
+$14.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$13.4M
5
AAPL icon
Apple
AAPL
+$13.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Technology 9.83%
3 Consumer Staples 8.31%
4 Financials 7.98%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.4M 0.35%
+82,016
77
$2.32M 0.33%
+24,780
78
$2.32M 0.33%
+24,405
79
$2.25M 0.33%
+19,614
80
$2.17M 0.31%
+39,050
81
$2.09M 0.3%
+36,075
82
$2.06M 0.3%
+35,136
83
$2.01M 0.29%
+43,968
84
$2.01M 0.29%
+57,329
85
$1.99M 0.29%
+34,777
86
$1.96M 0.28%
+24,521
87
$1.96M 0.28%
+126,495
88
$1.94M 0.28%
+20,810
89
$1.93M 0.28%
+46,836
90
$1.81M 0.26%
+21,645
91
$1.79M 0.26%
+139,365
92
$1.77M 0.26%
+31,385
93
$1.68M 0.24%
+19,499
94
$1.64M 0.24%
+68,379
95
$1.62M 0.23%
+37,895
96
$1.62M 0.23%
+50,810
97
$1.61M 0.23%
+23,282
98
$1.56M 0.23%
+39,725
99
$1.52M 0.22%
+30,591
100
$1.52M 0.22%
+14,465
2 3
4
5 6