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
476
$130K 0.01%
1,200
477
$130K 0.01%
2,820
478
$129K 0.01%
2,051
479
$128K 0.01%
1,257
480
$127K 0.01%
559
481
$126K 0.01%
2,250
482
$125K 0.01%
2,146
483
$121K 0.01%
2,501
484
$121K 0.01%
170
485
$120K 0.01%
1,000
-977
486
$118K 0.01%
909
487
$118K 0.01%
273
488
$116K 0.01%
1,590
-15
489
$116K 0.01%
488
490
$116K 0.01%
766
+102
491
$116K 0.01%
4,300
492
$115K 0.01%
3,866
+250
493
$115K 0.01%
673
494
$114K 0.01%
2,761
495
$113K 0.01%
4,301
-264
496
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530
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497
$110K 0.01%
1,500
498
$110K 0.01%
1,496
499
$107K 0.01%
745
500
$107K 0.01%
753
+300
18 19
20
21 22