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
$2B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$4.98M
3
+$3.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.61M
5
INTU icon
Intuit
INTU
+$2.34M

Top Sells

1
+$3.4M
2
+$2.76M
3
+$1.8M
4
EOG icon
EOG Resources
EOG
+$1.42M
5
MDB icon
MongoDB
MDB
+$1.22M

Sector Composition

1 Technology 18.12%
2 Financials 9.3%
3 Healthcare 8.61%
4 Consumer Discretionary 8.6%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.14M 0.06%
14,857
+1,203
227
$1.13M 0.06%
7,463
+907
228
$1.13M 0.06%
74,364
229
$1.12M 0.06%
4,484
+410
230
$1.11M 0.06%
3,115
-39
231
$1.1M 0.05%
12,499
-2,500
232
$1.08M 0.05%
7,256
-73
233
$1.08M 0.05%
71,471
-4,936
234
$1.08M 0.05%
25,165
+2,164
235
$1.07M 0.05%
22,590
236
$1.07M 0.05%
3,673
237
$1.06M 0.05%
6,444
+1,023
238
$1.05M 0.05%
4,980
239
$1.04M 0.05%
8,428
240
$1.04M 0.05%
466
+43
241
$1.04M 0.05%
32,045
+2,929
242
$1.03M 0.05%
8,853
+670
243
$997K 0.05%
33,017
-14,013
244
$992K 0.05%
31,596
-105
245
$991K 0.05%
4,758
-114
246
$987K 0.05%
8,986
-145
247
$971K 0.05%
12,909
+16
248
$971K 0.05%
32,685
249
$959K 0.05%
16,194
-1,356
250
$914K 0.05%
5,685
-6
8 9
10
11 12