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
876
$6K ﹤0.01%
174
877
$6K ﹤0.01%
1,034
878
$6K ﹤0.01%
517
879
$6K ﹤0.01%
150
-2,000
880
$6K ﹤0.01%
227
881
$6K ﹤0.01%
30
882
$6K ﹤0.01%
522
883
$6K ﹤0.01%
166
884
$6K ﹤0.01%
80
885
$6K ﹤0.01%
103
886
$6K ﹤0.01%
37
887
$6K ﹤0.01%
135
888
$6K ﹤0.01%
35
889
$6K ﹤0.01%
380
-885
890
$5K ﹤0.01%
368
-1,069
891
$5K ﹤0.01%
529
892
$5K ﹤0.01%
538
-190
893
$5K ﹤0.01%
160
+41
894
$5K ﹤0.01%
236
-850
895
$5K ﹤0.01%
280
896
$5K ﹤0.01%
57
897
$5K ﹤0.01%
47
898
$5K ﹤0.01%
904
899
$4K ﹤0.01%
80
900
$4K ﹤0.01%
200
34 35
36
37 38