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
751
$20K ﹤0.01%
5,000
752
$20K ﹤0.01%
775
753
$20K ﹤0.01%
440
754
$20K ﹤0.01%
543
755
$20K ﹤0.01%
320
756
$19K ﹤0.01%
+240
757
$19K ﹤0.01%
1,332
758
$19K ﹤0.01%
417
759
$19K ﹤0.01%
1,289
760
$19K ﹤0.01%
115
761
$19K ﹤0.01%
600
762
$18K ﹤0.01%
470
763
$18K ﹤0.01%
153
764
$18K ﹤0.01%
155
765
$18K ﹤0.01%
105
+76
766
$18K ﹤0.01%
354
767
$18K ﹤0.01%
496
768
$17K ﹤0.01%
150
769
$17K ﹤0.01%
482
-17
770
$17K ﹤0.01%
+65
771
$17K ﹤0.01%
500
772
$17K ﹤0.01%
137
+81
773
$17K ﹤0.01%
760
774
$17K ﹤0.01%
1,000
775
$17K ﹤0.01%
166
29 30
31
32 33