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
726
$27K ﹤0.01%
960
-700
727
$26K ﹤0.01%
818
728
$26K ﹤0.01%
1,111
729
$26K ﹤0.01%
352
730
$26K ﹤0.01%
585
731
$26K ﹤0.01%
63
+38
732
$25K ﹤0.01%
918
733
$25K ﹤0.01%
370
734
$24K ﹤0.01%
500
735
$24K ﹤0.01%
402
736
$24K ﹤0.01%
268
737
$24K ﹤0.01%
125
+90
738
$23K ﹤0.01%
750
+250
739
$23K ﹤0.01%
487
740
$23K ﹤0.01%
638
741
$23K ﹤0.01%
941
-15
742
$22K ﹤0.01%
1,872
-6,156
743
$22K ﹤0.01%
403
744
$22K ﹤0.01%
400
745
$22K ﹤0.01%
102
746
$21K ﹤0.01%
1,451
747
$21K ﹤0.01%
525
-998
748
$21K ﹤0.01%
300
-308
749
$21K ﹤0.01%
+80
750
$20K ﹤0.01%
670
-260
28 29
30
31 32