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
776
$17K ﹤0.01%
40
777
$16K ﹤0.01%
175
778
$16K ﹤0.01%
1,000
779
$16K ﹤0.01%
440
780
$16K ﹤0.01%
+100
781
$16K ﹤0.01%
+80
782
$16K ﹤0.01%
2,958
783
$16K ﹤0.01%
300
784
$16K ﹤0.01%
94
785
$16K ﹤0.01%
890
786
$15K ﹤0.01%
+40
787
$15K ﹤0.01%
1,130
788
$15K ﹤0.01%
4,200
789
$15K ﹤0.01%
700
790
$15K ﹤0.01%
270
+23
791
$15K ﹤0.01%
+345
792
$15K ﹤0.01%
222
793
$14K ﹤0.01%
450
794
$14K ﹤0.01%
150
795
$14K ﹤0.01%
474
796
$14K ﹤0.01%
+500
797
$14K ﹤0.01%
+50
798
$14K ﹤0.01%
30
799
$14K ﹤0.01%
+95
800
$14K ﹤0.01%
448
30 31
32
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