We are live on ! Find out more
WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
851
$8K ﹤0.01%
20
852
$8K ﹤0.01%
90
853
$8K ﹤0.01%
65
854
$8K ﹤0.01%
199
-108
855
$8K ﹤0.01%
330
856
$8K ﹤0.01%
115
857
$8K ﹤0.01%
200
858
$8K ﹤0.01%
284
859
$8K ﹤0.01%
280
860
$8K ﹤0.01%
182
861
$8K ﹤0.01%
87
+31
862
$8K ﹤0.01%
1,160
863
$8K ﹤0.01%
201
-1,825
864
$8K ﹤0.01%
42
865
$8K ﹤0.01%
128
866
$7K ﹤0.01%
+500
867
$7K ﹤0.01%
270
868
$7K ﹤0.01%
71
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