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
576
$67K ﹤0.01%
652
-652
577
$66K ﹤0.01%
1,280
578
$66K ﹤0.01%
2,782
579
$64K ﹤0.01%
1,486
580
$64K ﹤0.01%
980
581
$64K ﹤0.01%
705
-396
582
$64K ﹤0.01%
768
583
$63K ﹤0.01%
425
584
$63K ﹤0.01%
450
585
$62K ﹤0.01%
387
586
$62K ﹤0.01%
684
+352
587
$62K ﹤0.01%
3,499
588
$62K ﹤0.01%
2,845
+543
589
$61K ﹤0.01%
500
590
$60K ﹤0.01%
2,329
-7,000
591
$60K ﹤0.01%
503
592
$60K ﹤0.01%
1,322
593
$59K ﹤0.01%
566
594
$59K ﹤0.01%
1,012
595
$59K ﹤0.01%
1,185
+235
596
$58K ﹤0.01%
3,440
597
$58K ﹤0.01%
4,166
598
$57K ﹤0.01%
1,208
599
$57K ﹤0.01%
500
600
$57K ﹤0.01%
1,000
22 23
24
25 26