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
651
$41K ﹤0.01%
725
652
$41K ﹤0.01%
316
653
$41K ﹤0.01%
750
654
$40K ﹤0.01%
716
655
$40K ﹤0.01%
306
656
$39K ﹤0.01%
706
657
$39K ﹤0.01%
500
658
$38K ﹤0.01%
995
659
$38K ﹤0.01%
998
-4,189
660
$38K ﹤0.01%
161
+46
661
$38K ﹤0.01%
284
662
$38K ﹤0.01%
+2,000
663
$38K ﹤0.01%
+20
664
$38K ﹤0.01%
1,647
665
$37K ﹤0.01%
315
666
$37K ﹤0.01%
738
667
$37K ﹤0.01%
1,234
668
$37K ﹤0.01%
1,015
+315
669
$37K ﹤0.01%
2,090
670
$37K ﹤0.01%
2,000
671
$37K ﹤0.01%
634
-1,174
672
$36K ﹤0.01%
11,766
-308
673
$36K ﹤0.01%
167
674
$36K ﹤0.01%
+400
675
$36K ﹤0.01%
212
+7
25 26
27
28 29