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
151
$1.6M 0.13%
10,336
+528
152
$1.59M 0.13%
+18,079
153
$1.57M 0.13%
47,638
+587
154
$1.54M 0.13%
14,330
+2,438
155
$1.51M 0.12%
17,871
+2,500
156
$1.51M 0.12%
15,959
+1,987
157
$1.49M 0.12%
20,409
+4,648
158
$1.49M 0.12%
13,629
+254
159
$1.48M 0.12%
18,417
+684
160
$1.46M 0.12%
13,250
+3,878
161
$1.45M 0.12%
96,024
+10,391
162
$1.43M 0.12%
16,821
+3,163
163
$1.43M 0.12%
29,738
-1,353
164
$1.38M 0.11%
25,326
+2,631
165
$1.35M 0.11%
22,931
+2,073
166
$1.31M 0.11%
8,159
-250
167
$1.31M 0.11%
20,768
-3,278
168
$1.3M 0.11%
30,225
+995
169
$1.3M 0.11%
6,132
+248
170
$1.29M 0.11%
34,369
-150
171
$1.26M 0.1%
18,042
-1,156
172
$1.24M 0.1%
20,172
-11,497
173
$1.23M 0.1%
22,177
-2,076
174
$1.23M 0.1%
27,217
+1,323
175
$1.22M 0.1%
33,288
-2,846
5 6
7
8 9