WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$6.65M
2
+$4.66M
3
+$3.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
INTU icon
Intuit
INTU
+$2.16M

Top Sells

1
+$3.34M
2
+$2.54M
3
+$1.57M
4
EOG icon
EOG Resources
EOG
+$1.23M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.02M

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%
+65
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%
2,958
782
$16K ﹤0.01%
300
783
$16K ﹤0.01%
+80
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%
+500
794
$14K ﹤0.01%
450
795
$14K ﹤0.01%
474
796
$14K ﹤0.01%
+50
797
$14K ﹤0.01%
30
798
$14K ﹤0.01%
+95
799
$14K ﹤0.01%
448
800
$14K ﹤0.01%
150
30 31
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