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
51
$9.63M 0.48%
39,315
+1,407
52
$9.39M 0.47%
188,566
-68,346
53
$9.29M 0.47%
47,190
+668
54
$8.88M 0.44%
241,229
-10,614
55
$8.61M 0.43%
28,157
-677
56
$8.56M 0.43%
165,774
-3,666
57
$8.56M 0.43%
40,001
-85
58
$8.52M 0.43%
145,055
+965
59
$8.46M 0.42%
16,921
+700
60
$8.36M 0.42%
114,595
-8,695
61
$7.95M 0.4%
66,184
+1,186
62
$7.71M 0.39%
29,506
+720
63
$7.68M 0.38%
171,586
-61,708
64
$7.63M 0.38%
23,774
+817
65
$7.63M 0.38%
33,972
+615
66
$7.48M 0.37%
121,322
-2,139
67
$7.47M 0.37%
33,400
68
$7.42M 0.37%
141,678
+2,560
69
$7.38M 0.37%
89,127
-320
70
$7.27M 0.36%
135,005
-16,944
71
$7.2M 0.36%
135,732
+450
72
$7.07M 0.35%
9,796
-68
73
$7M 0.35%
322,366
-7,033
74
$6.8M 0.34%
25,804
+637
75
$6.78M 0.34%
17,997
+412
1 2
3
4 5