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
701
$31K ﹤0.01%
1,920
702
$31K ﹤0.01%
973
703
$31K ﹤0.01%
705
-482
704
$30K ﹤0.01%
375
705
$30K ﹤0.01%
+1,000
706
$30K ﹤0.01%
400
707
$29K ﹤0.01%
+200
708
$29K ﹤0.01%
800
-1,000
709
$29K ﹤0.01%
1,669
-10,053
710
$29K ﹤0.01%
50
711
$29K ﹤0.01%
1,149
712
$29K ﹤0.01%
477
713
$28K ﹤0.01%
283
714
$28K ﹤0.01%
800
715
$28K ﹤0.01%
909
716
$28K ﹤0.01%
2,090
717
$28K ﹤0.01%
1,000
718
$28K ﹤0.01%
500
719
$28K ﹤0.01%
501
720
$28K ﹤0.01%
+140
721
$28K ﹤0.01%
500
722
$27K ﹤0.01%
304
723
$27K ﹤0.01%
1,323
724
$27K ﹤0.01%
1,027
725
$27K ﹤0.01%
1,033
27 28
29
30 31