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
901
$4K ﹤0.01%
110
902
$4K ﹤0.01%
150
903
$4K ﹤0.01%
103
+2
904
$4K ﹤0.01%
24
905
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68
906
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200
907
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40
908
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+120
909
$4K ﹤0.01%
61
910
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200
911
$4K ﹤0.01%
111
912
$4K ﹤0.01%
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913
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914
$3K ﹤0.01%
328
915
$3K ﹤0.01%
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916
$3K ﹤0.01%
+107
917
$3K ﹤0.01%
60
918
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294
919
$3K ﹤0.01%
110
-152
920
$3K ﹤0.01%
62
921
$3K ﹤0.01%
3
922
$3K ﹤0.01%
138
923
$3K ﹤0.01%
705
924
$3K ﹤0.01%
143
925
$3K ﹤0.01%
206
35 36
37
38 39