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
1001
$1K ﹤0.01%
23
1002
$1K ﹤0.01%
48
1003
$1K ﹤0.01%
135
1004
$1K ﹤0.01%
26
1005
$1K ﹤0.01%
57
1006
$0 ﹤0.01%
15
1007
$0 ﹤0.01%
+100
1008
$0 ﹤0.01%
+10
1009
$0 ﹤0.01%
+20
1010
– –
-82
1011
– –
-60
1012
– –
-15
1013
– –
-6,050
1014
– –
-120
1015
– –
-80
1016
– –
-300
1017
– –
-59
1018
– –
-187
1019
– –
-160
1020
– –
-221
1021
– –
-37
1022
– –
-524
1023
– –
-25
1024
– –
-273
1025
– –
-45
39 40
41
42 43