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
451
$162K 0.01%
765
452
$161K 0.01%
2,404
+704
453
$159K 0.01%
5,737
-1,012
454
$158K 0.01%
2,270
+620
455
$157K 0.01%
3,014
+2,998
456
$154K 0.01%
2,496
-800
457
$152K 0.01%
6,236
458
$150K 0.01%
3,200
459
$149K 0.01%
2,030
460
$148K 0.01%
4,126
461
$148K 0.01%
2,955
-164
462
$148K 0.01%
4,336
463
$146K 0.01%
4,220
-1,100
464
$146K 0.01%
1,285
465
$144K 0.01%
4,000
466
$144K 0.01%
1,672
467
$143K 0.01%
348
468
$141K 0.01%
2,096
-570
469
$140K 0.01%
2,514
470
$138K 0.01%
1,000
471
$137K 0.01%
5,096
472
$135K 0.01%
5,730
473
$135K 0.01%
1,518
474
$131K 0.01%
911
475
$130K 0.01%
1,400
17 18
19
20 21