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
176
$700K 0.1%
+14,645
177
$692K 0.1%
+13,670
178
$680K 0.1%
+10,478
179
$669K 0.1%
+10,000
180
$655K 0.09%
+13,646
181
$645K 0.09%
+16,840
182
$645K 0.09%
+13,150
183
$635K 0.09%
+7,385
184
$627K 0.09%
+27,886
185
$627K 0.09%
+8,620
186
$623K 0.09%
+7,279
187
$622K 0.09%
+5,675
188
$608K 0.09%
+29,880
189
$600K 0.09%
+14,938
190
$596K 0.09%
+7,638
191
$592K 0.09%
+52,546
192
$586K 0.08%
+22,520
193
$578K 0.08%
+11,405
194
$565K 0.08%
+5,578
195
$556K 0.08%
+7,510
196
$555K 0.08%
+15,560
197
$555K 0.08%
+8,584
198
$553K 0.08%
+38,275
199
$551K 0.08%
+15,095
200
$538K 0.08%
+6,300
6 7
8
9 10