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
801
$13K ﹤0.01%
+90
802
$13K ﹤0.01%
467
803
$13K ﹤0.01%
139
804
$13K ﹤0.01%
160
805
$13K ﹤0.01%
123
806
$13K ﹤0.01%
+175
807
$13K ﹤0.01%
600
808
$13K ﹤0.01%
24
809
$12K ﹤0.01%
+210
810
$12K ﹤0.01%
+85
811
$12K ﹤0.01%
150
812
$12K ﹤0.01%
270
813
$12K ﹤0.01%
+43
814
$12K ﹤0.01%
600
815
$12K ﹤0.01%
1,265
816
$12K ﹤0.01%
600
817
$12K ﹤0.01%
7,350
818
$12K ﹤0.01%
570
819
$11K ﹤0.01%
+110
820
$11K ﹤0.01%
255
821
$11K ﹤0.01%
25
822
$11K ﹤0.01%
200
823
$11K ﹤0.01%
175
824
$11K ﹤0.01%
174
825
$11K ﹤0.01%
+100
31 32
33
34 35