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
276
$738K 0.04%
7,948
+451
277
$733K 0.04%
48,558
278
$724K 0.04%
3,721
-122
279
$722K 0.04%
6,123
+11
280
$713K 0.04%
35,583
281
$709K 0.04%
14,995
282
$709K 0.04%
4,996
283
$709K 0.04%
20,195
-2,954
284
$704K 0.04%
9,600
285
$688K 0.03%
15,521
-227
286
$687K 0.03%
4,143
+382
287
$668K 0.03%
44,036
+3,158
288
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13,340
-28,407
289
$664K 0.03%
4,909
+447
290
$662K 0.03%
46,787
-46,700
291
$655K 0.03%
7,031
-1,001
292
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14,625
-1,000
293
$616K 0.03%
2,848
294
$615K 0.03%
5,384
295
$602K 0.03%
5,995
-100
296
$598K 0.03%
5,439
+103
297
$598K 0.03%
7,295
+189
298
$592K 0.03%
+5,453
299
$591K 0.03%
3,860
-180
300
$589K 0.03%
2,652
+244
10 11
12
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