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
376
$307K 0.02%
3,463
-427
377
$306K 0.02%
1,180
378
$302K 0.02%
1,425
379
$296K 0.01%
2,430
380
$295K 0.01%
6,350
381
$295K 0.01%
4,130
382
$292K 0.01%
3,715
+84
383
$288K 0.01%
2,214
384
$287K 0.01%
2,000
385
$286K 0.01%
1,890
386
$276K 0.01%
1,944
-350
387
$275K 0.01%
3,760
-12
388
$272K 0.01%
2,497
-98
389
$267K 0.01%
4,378
390
$264K 0.01%
5,200
391
$263K 0.01%
3,048
-3
392
$263K 0.01%
9,775
+850
393
$262K 0.01%
9,248
394
$261K 0.01%
1,765
395
$261K 0.01%
2,287
-98
396
$259K 0.01%
6,000
+3,000
397
$258K 0.01%
116
-4
398
$258K 0.01%
1,646
399
$258K 0.01%
4,571
-295
400
$252K 0.01%
7,494
-263
14 15
16
17 18