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
126
$1.15M 0.17%
+11,385
127
$1.15M 0.17%
+10,270
128
$1.15M 0.17%
+14,123
129
$1.15M 0.17%
+10,351
130
$1.13M 0.16%
+35,097
131
$1.13M 0.16%
+11,401
132
$1.13M 0.16%
+19,630
133
$1.11M 0.16%
+60,463
134
$1.06M 0.15%
+13,716
135
$1.04M 0.15%
+30,567
136
$1.04M 0.15%
+8,729
137
$1.04M 0.15%
+38,420
138
$1.02M 0.15%
+26,775
139
$1.01M 0.15%
+32,540
140
$995K 0.14%
+11,760
141
$992K 0.14%
+42,975
142
$984K 0.14%
+39,324
143
$952K 0.14%
+15,747
144
$949K 0.14%
+11,196
145
$948K 0.14%
+19,092
146
$930K 0.13%
+18,062
147
$918K 0.13%
+3,573
148
$918K 0.13%
+13,604
149
$904K 0.13%
+22,825
150
$897K 0.13%
+25,930
4 5
6
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