WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$6.65M
2
+$4.66M
3
+$3.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
INTU icon
Intuit
INTU
+$2.16M

Top Sells

1
+$3.34M
2
+$2.54M
3
+$1.57M
4
EOG icon
EOG Resources
EOG
+$1.23M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.02M

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%
754
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%
982
561
$72K ﹤0.01%
2,246
+43
562
$72K ﹤0.01%
1,164
-37
563
$72K ﹤0.01%
534
564
$72K ﹤0.01%
1,919
-221
565
$72K ﹤0.01%
1,725
+180
566
$71K ﹤0.01%
743
567
$71K ﹤0.01%
2,500
568
$70K ﹤0.01%
1,180
569
$70K ﹤0.01%
647
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%
652
-652
21 22
23
24 25