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
101
$3.05M 0.25%
34,213
+510
102
$3M 0.25%
21,644
-360
103
$2.99M 0.24%
32,203
+2,392
104
$2.98M 0.24%
19,003
-3,008
105
$2.94M 0.24%
13,401
+2,071
106
$2.94M 0.24%
33,831
+1,479
107
$2.83M 0.23%
154,539
+21,611
108
$2.82M 0.23%
24,271
+1,215
109
$2.82M 0.23%
35,959
-75
110
$2.81M 0.23%
19,437
-1,579
111
$2.8M 0.23%
13,559
+3,312
112
$2.76M 0.23%
36,624
+10,010
113
$2.76M 0.23%
17,649
+941
114
$2.59M 0.21%
36,165
+3,533
115
$2.58M 0.21%
14,012
+1,766
116
$2.46M 0.2%
44,336
-1,756
117
$2.44M 0.2%
18,185
-348
118
$2.42M 0.2%
24,329
-900
119
$2.4M 0.2%
31,056
+9,236
120
$2.3M 0.19%
113,040
+26,480
121
$2.29M 0.19%
44,395
+705
122
$2.29M 0.19%
76,283
-1,737
123
$2.17M 0.18%
56,528
+14,475
124
$2.17M 0.18%
18,745
-150
125
$2.13M 0.17%
18,729
-1,536
3 4
5
6 7