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
601
$56K ﹤0.01%
595
+60
602
$56K ﹤0.01%
280
+35
603
$56K ﹤0.01%
1,175
604
$56K ﹤0.01%
1,200
605
$55K ﹤0.01%
1,045
606
$55K ﹤0.01%
2,735
607
$55K ﹤0.01%
900
608
$54K ﹤0.01%
2,488
609
$54K ﹤0.01%
+10,000
610
$53K ﹤0.01%
3,148
611
$53K ﹤0.01%
246
612
$53K ﹤0.01%
4,680
-185
613
$52K ﹤0.01%
1,035
614
$52K ﹤0.01%
1,142
615
$52K ﹤0.01%
1,426
-1,391
616
$51K ﹤0.01%
1,087
-732
617
$51K ﹤0.01%
1,068
-199
618
$51K ﹤0.01%
1,335
619
$50K ﹤0.01%
577
+14
620
$50K ﹤0.01%
687
621
$50K ﹤0.01%
1,000
622
$50K ﹤0.01%
415
623
$50K ﹤0.01%
3,050
624
$50K ﹤0.01%
1,688
625
$49K ﹤0.01%
503
23 24
25
26 27