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
101
$1.52M 0.22%
+22,715
102
$1.47M 0.21%
+31,976
103
$1.47M 0.21%
+48,045
104
$1.45M 0.21%
+23,964
105
$1.45M 0.21%
+15,040
106
$1.43M 0.21%
+68,322
107
$1.42M 0.2%
+16,401
108
$1.41M 0.2%
+19,675
109
$1.41M 0.2%
+1,178
110
$1.39M 0.2%
+396,103
111
$1.36M 0.2%
+25,260
112
$1.35M 0.2%
+20,431
113
$1.35M 0.2%
+8,938
114
$1.31M 0.19%
+14,677
115
$1.31M 0.19%
+25,305
116
$1.31M 0.19%
+32,424
117
$1.31M 0.19%
+84,550
118
$1.3M 0.19%
+42,363
119
$1.28M 0.19%
+26,782
120
$1.28M 0.18%
+20,775
121
$1.28M 0.18%
+19,568
122
$1.25M 0.18%
+21,946
123
$1.23M 0.18%
+38,516
124
$1.19M 0.17%
+28,985
125
$1.16M 0.17%
+25,662
3 4
5
6 7