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
76
$4.28M 0.35%
31,529
+1,869
77
$4.19M 0.34%
35,795
+208
78
$4.15M 0.34%
53,934
+27,488
79
$4.06M 0.33%
62,641
+11,714
80
$4.04M 0.33%
16,052
+302
81
$3.87M 0.32%
56,620
-3,356
82
$3.86M 0.32%
59,554
+4,734
83
$3.84M 0.31%
43,734
+2,780
84
$3.83M 0.31%
13,969
-2,023
85
$3.78M 0.31%
37,412
86
$3.74M 0.31%
30,704
+2,054
87
$3.72M 0.3%
26,386
-2,531
88
$3.67M 0.3%
58,999
+5,450
89
$3.55M 0.29%
27,153
+1,509
90
$3.53M 0.29%
22,107
+3,134
91
$3.52M 0.29%
103,011
+2,726
92
$3.52M 0.29%
29,299
93
$3.44M 0.28%
115,968
+10,125
94
$3.39M 0.28%
46,824
-110
95
$3.32M 0.27%
41,509
+504
96
$3.26M 0.27%
62,812
-5,756
97
$3.19M 0.26%
132,962
-2,694
98
$3.18M 0.26%
16,868
+1,321
99
$3.12M 0.26%
23,040
+135
100
$3.08M 0.25%
21,162
+1,101
2 3
4
5 6