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
551
$77K ﹤0.01%
553
552
$76K ﹤0.01%
1,300
-285
553
$76K ﹤0.01%
11,316
554
$75K ﹤0.01%
4,222
555
$74K ﹤0.01%
481
+82
556
$74K ﹤0.01%
2,000
557
$73K ﹤0.01%
600
558
$73K ﹤0.01%
574
559
$73K ﹤0.01%
650
560
$72K ﹤0.01%
1,725
+180
561
$72K ﹤0.01%
982
562
$72K ﹤0.01%
2,246
+43
563
$72K ﹤0.01%
1,164
-37
564
$72K ﹤0.01%
534
565
$72K ﹤0.01%
1,919
-221
566
$71K ﹤0.01%
743
567
$71K ﹤0.01%
2,500
568
$70K ﹤0.01%
647
569
$70K ﹤0.01%
1,180
570
$69K ﹤0.01%
940
571
$69K ﹤0.01%
1,968
+968
572
$68K ﹤0.01%
593
573
$68K ﹤0.01%
1,027
574
$68K ﹤0.01%
1,650
+425
575
$67K ﹤0.01%
285
21 22
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