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
126
$2.12M 0.17%
20,426
+1,922
127
$2.07M 0.17%
12,169
+185
128
$2.06M 0.17%
40,738
+3,363
129
$2.02M 0.16%
31,623
+11,363
130
$2M 0.16%
29,226
+1,796
131
$1.97M 0.16%
48,621
+1,260
132
$1.95M 0.16%
35,097
-8,714
133
$1.92M 0.16%
331,440
-6,800
134
$1.89M 0.15%
28,083
+1,158
135
$1.86M 0.15%
79,070
+3,280
136
$1.86M 0.15%
11,071
+710
137
$1.84M 0.15%
36,000
138
$1.82M 0.15%
12,185
+1,293
139
$1.81M 0.15%
13,281
140
$1.8M 0.15%
70,542
+13,325
141
$1.79M 0.15%
31,060
+1,545
142
$1.76M 0.14%
10,074
+150
143
$1.76M 0.14%
16,850
-428
144
$1.74M 0.14%
20,145
145
$1.69M 0.14%
20,488
146
$1.66M 0.14%
15,078
+1,049
147
$1.65M 0.13%
43,361
+6,043
148
$1.64M 0.13%
26,373
-463
149
$1.63M 0.13%
80,985
-45
150
$1.62M 0.13%
75,040
+9,552
4 5
6
7 8