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
851
$8K ﹤0.01%
1,160
852
$8K ﹤0.01%
201
-1,825
853
$8K ﹤0.01%
42
854
$8K ﹤0.01%
128
855
$8K ﹤0.01%
20
856
$8K ﹤0.01%
90
857
$8K ﹤0.01%
65
858
$8K ﹤0.01%
199
-108
859
$8K ﹤0.01%
330
860
$8K ﹤0.01%
115
861
$8K ﹤0.01%
200
862
$8K ﹤0.01%
284
863
$8K ﹤0.01%
280
864
$8K ﹤0.01%
182
865
$8K ﹤0.01%
87
+31
866
$7K ﹤0.01%
71
867
$7K ﹤0.01%
+500
868
$7K ﹤0.01%
270
869
$7K ﹤0.01%
118
870
$7K ﹤0.01%
80
871
$7K ﹤0.01%
113
872
$7K ﹤0.01%
130
873
$7K ﹤0.01%
47
874
$7K ﹤0.01%
110
-115
875
$7K ﹤0.01%
247
33 34
35
36 37