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
501
$107K 0.01%
515
+55
502
$106K 0.01%
1,000
503
$105K 0.01%
2,035
504
$105K 0.01%
1,800
505
$103K 0.01%
2,838
506
$102K 0.01%
1,107
-55
507
$101K 0.01%
1,606
508
$101K 0.01%
630
509
$100K 0.01%
12,485
-1,628
510
$100K 0.01%
1,670
511
$100K 0.01%
1,667
512
$98K ﹤0.01%
4,478
-2,457
513
$96K ﹤0.01%
+300
514
$94K ﹤0.01%
920
515
$93K ﹤0.01%
1,000
516
$93K ﹤0.01%
10,000
517
$93K ﹤0.01%
1,500
518
$93K ﹤0.01%
4,800
+4,400
519
$92K ﹤0.01%
1,380
520
$90K ﹤0.01%
1,549
521
$90K ﹤0.01%
2,686
522
$89K ﹤0.01%
+7,474
523
$89K ﹤0.01%
2,399
524
$89K ﹤0.01%
3,500
525
$89K ﹤0.01%
2,169
19 20
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