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
626
$49K ﹤0.01%
2,050
627
$49K ﹤0.01%
2,361
628
$49K ﹤0.01%
1,000
629
$49K ﹤0.01%
675
630
$49K ﹤0.01%
5,000
631
$48K ﹤0.01%
1,000
632
$47K ﹤0.01%
95
+60
633
$47K ﹤0.01%
744
634
$47K ﹤0.01%
600
635
$45K ﹤0.01%
1,100
636
$45K ﹤0.01%
575
637
$45K ﹤0.01%
2,870
+2,000
638
$45K ﹤0.01%
1,170
+905
639
$45K ﹤0.01%
440
640
$44K ﹤0.01%
750
641
$43K ﹤0.01%
455
642
$43K ﹤0.01%
470
643
$43K ﹤0.01%
1,656
-420
644
$43K ﹤0.01%
1,450
645
$43K ﹤0.01%
500
646
$42K ﹤0.01%
500
647
$42K ﹤0.01%
1,043
-10
648
$42K ﹤0.01%
153
649
$41K ﹤0.01%
70
650
$41K ﹤0.01%
370
+250
24 25
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