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
151
$894K 0.13%
+9,266
152
$872K 0.13%
+121,845
153
$870K 0.13%
+28,023
154
$868K 0.13%
+9,735
155
$868K 0.13%
+23,000
156
$865K 0.12%
+8,384
157
$863K 0.12%
+8,219
158
$857K 0.12%
+11,713
159
$844K 0.12%
+19,833
160
$842K 0.12%
+35,318
161
$836K 0.12%
+12,704
162
$834K 0.12%
+20,390
163
$822K 0.12%
+10,389
164
$817K 0.12%
+16,120
165
$816K 0.12%
+19,949
166
$813K 0.12%
+18,146
167
$810K 0.12%
+12,000
168
$809K 0.12%
+19,879
169
$794K 0.11%
+10,853
170
$782K 0.11%
+20,717
171
$756K 0.11%
+12,382
172
$754K 0.11%
+39,800
173
$750K 0.11%
+15,280
174
$743K 0.11%
+20,930
175
$723K 0.1%
+11,504
5 6
7
8 9