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
426
$208K 0.01%
+2,208
427
$201K 0.01%
1,608
+78
428
$201K 0.01%
2,300
-2,600
429
$198K 0.01%
2,054
430
$197K 0.01%
298
+86
431
$197K 0.01%
2,600
432
$194K 0.01%
1,654
-346
433
$194K 0.01%
2,900
434
$189K 0.01%
2,763
435
$189K 0.01%
3,571
-171
436
$177K 0.01%
915
437
$177K 0.01%
5,043
438
$176K 0.01%
1,674
439
$176K 0.01%
2,550
440
$176K 0.01%
4,500
441
$175K 0.01%
1,800
442
$175K 0.01%
4,717
-922
443
$174K 0.01%
6,675
-6,148
444
$172K 0.01%
739
+5
445
$170K 0.01%
970
446
$169K 0.01%
1,416
-893
447
$168K 0.01%
8,580
-1,290
448
$168K 0.01%
1,366
+230
449
$165K 0.01%
9,862
-150
450
$164K 0.01%
3,230
-220
16 17
18
19 20