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
676
$36K ﹤0.01%
380
+14
677
$36K ﹤0.01%
162
678
$36K ﹤0.01%
550
+270
679
$36K ﹤0.01%
183
680
$35K ﹤0.01%
400
681
$35K ﹤0.01%
2,193
682
$35K ﹤0.01%
2,500
683
$35K ﹤0.01%
444
684
$34K ﹤0.01%
800
685
$34K ﹤0.01%
30
686
$34K ﹤0.01%
565
687
$33K ﹤0.01%
10,000
688
$33K ﹤0.01%
3,000
689
$33K ﹤0.01%
133
690
$33K ﹤0.01%
273
691
$33K ﹤0.01%
420
692
$32K ﹤0.01%
201
-7
693
$32K ﹤0.01%
180
694
$32K ﹤0.01%
1,500
-1,000
695
$32K ﹤0.01%
125
696
$32K ﹤0.01%
855
-244
697
$32K ﹤0.01%
700
-143
698
$31K ﹤0.01%
236
+90
699
$31K ﹤0.01%
1,260
700
$31K ﹤0.01%
166
26 27
28
29 30