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
201
$876K 0.07%
12,676
-746
202
$867K 0.07%
7,770
-36
203
$864K 0.07%
13,819
-5,495
204
$859K 0.07%
17,010
-973
205
$835K 0.07%
20,272
+2,133
206
$832K 0.07%
18,212
207
$826K 0.07%
7,681
-606
208
$820K 0.07%
14,221
-2,210
209
$811K 0.07%
11,686
-155
210
$803K 0.07%
17,510
-7,940
211
$803K 0.07%
14,757
+321
212
$802K 0.07%
7,643
-6,156
213
$796K 0.07%
11,809
-9,580
214
$779K 0.06%
5,697
-24
215
$772K 0.06%
11,455
-452
216
$769K 0.06%
10,525
217
$760K 0.06%
18,616
+4,480
218
$757K 0.06%
8,424
-2,981
219
$753K 0.06%
39,469
-6,947
220
$737K 0.06%
6,176
221
$728K 0.06%
6,150
-250
222
$725K 0.06%
7,625
+4,937
223
$722K 0.06%
9,878
+4,122
224
$716K 0.06%
6,046
+1,000
225
$706K 0.06%
10,471
-956
7 8
9
10 11