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
201
$532K 0.08%
+7,500
202
$531K 0.08%
+5,940
203
$529K 0.08%
+15,353
204
$518K 0.07%
+22,060
205
$517K 0.07%
+7,821
206
$512K 0.07%
+10,546
207
$502K 0.07%
+8,837
208
$502K 0.07%
+38,500
209
$496K 0.07%
+7,956
210
$495K 0.07%
+15,928
211
$490K 0.07%
+8,457
212
$486K 0.07%
+8,658
213
$483K 0.07%
+9,930
214
$482K 0.07%
+7,200
215
$479K 0.07%
+4,050
216
$478K 0.07%
+14,146
217
$476K 0.07%
+5,820
218
$473K 0.07%
+7,900
219
$472K 0.07%
+13,200
220
$471K 0.07%
+4,390
221
$458K 0.07%
+11,718
222
$457K 0.07%
+8,945
223
$450K 0.06%
+9,966
224
$450K 0.06%
+16,200
225
$447K 0.06%
+6,675
7 8
9
10 11