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
526
$88K ﹤0.01%
746
+11
527
$88K ﹤0.01%
945
528
$88K ﹤0.01%
402
529
$86K ﹤0.01%
1,650
-375
530
$85K ﹤0.01%
1,055
+3
531
$85K ﹤0.01%
1,849
+139
532
$85K ﹤0.01%
1,815
+392
533
$85K ﹤0.01%
6,099
-15,812
534
$83K ﹤0.01%
1,400
535
$83K ﹤0.01%
1,900
536
$83K ﹤0.01%
1,647
537
$82K ﹤0.01%
302
538
$81K ﹤0.01%
1,290
-332
539
$80K ﹤0.01%
1,266
540
$80K ﹤0.01%
6,732
-177
541
$80K ﹤0.01%
1,500
542
$80K ﹤0.01%
346
543
$80K ﹤0.01%
3,208
-15,936
544
$79K ﹤0.01%
3,200
545
$79K ﹤0.01%
2,550
546
$79K ﹤0.01%
1,200
547
$79K ﹤0.01%
1,162
548
$79K ﹤0.01%
1,000
549
$78K ﹤0.01%
652
550
$77K ﹤0.01%
3,692
-6,560
20 21
22
23 24