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
351
$376K 0.02%
8,858
-264
352
$376K 0.02%
+3,757
353
$372K 0.02%
9,624
-120
354
$368K 0.02%
8,776
-175
355
$365K 0.02%
2,866
-777
356
$364K 0.02%
6,370
+22
357
$362K 0.02%
5,176
358
$361K 0.02%
1,909
+35
359
$360K 0.02%
5,013
-612
360
$357K 0.02%
2,001
361
$354K 0.02%
6,580
362
$354K 0.02%
2,665
+86
363
$353K 0.02%
5,201
+726
364
$352K 0.02%
7,575
365
$343K 0.02%
1,586
366
$342K 0.02%
7,156
367
$339K 0.02%
20,429
+1,054
368
$335K 0.02%
13,400
369
$334K 0.02%
+9,991
370
$333K 0.02%
6,150
+100
371
$332K 0.02%
4,475
+825
372
$328K 0.02%
2,566
373
$316K 0.02%
1,450
+50
374
$315K 0.02%
4,408
+990
375
$313K 0.02%
2,751
13 14
15
16 17