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
401
$250K 0.01%
15,158
-775
402
$247K 0.01%
8,059
403
$246K 0.01%
3,160
-1,910
404
$245K 0.01%
459
405
$245K 0.01%
1,200
406
$241K 0.01%
13,280
407
$239K 0.01%
3,304
408
$234K 0.01%
8,450
-200
409
$233K 0.01%
1,500
410
$233K 0.01%
15,354
411
$231K 0.01%
3,170
412
$230K 0.01%
2,700
413
$229K 0.01%
7,756
414
$227K 0.01%
12,000
415
$223K 0.01%
619
-5
416
$223K 0.01%
5,597
-172
417
$220K 0.01%
8,955
-1,020
418
$218K 0.01%
2,900
419
$218K 0.01%
1,503
420
$217K 0.01%
1,573
-21
421
$215K 0.01%
1,349
422
$215K 0.01%
2,436
+240
423
$214K 0.01%
6,698
-630
424
$213K 0.01%
4,275
425
$212K 0.01%
7,697
15 16
17
18 19