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
826
$11K ﹤0.01%
+155
827
$11K ﹤0.01%
+75
828
$11K ﹤0.01%
210
829
$10K ﹤0.01%
159
830
$10K ﹤0.01%
271
831
$10K ﹤0.01%
528
832
$10K ﹤0.01%
358
833
$10K ﹤0.01%
329
-347
834
$10K ﹤0.01%
100
835
$10K ﹤0.01%
200
836
$10K ﹤0.01%
100
837
$10K ﹤0.01%
350
838
$10K ﹤0.01%
70
839
$10K ﹤0.01%
248
840
$10K ﹤0.01%
225
841
$10K ﹤0.01%
+310
842
$10K ﹤0.01%
+165
843
$9K ﹤0.01%
+19
844
$9K ﹤0.01%
250
845
$9K ﹤0.01%
428
-168
846
$9K ﹤0.01%
477
847
$9K ﹤0.01%
2,528
-140
848
$9K ﹤0.01%
90
849
$9K ﹤0.01%
478
850
$9K ﹤0.01%
12,066
-1,081
32 33
34
35 36