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
926
$3K ﹤0.01%
200
-320
927
$3K ﹤0.01%
53
928
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75
929
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151
930
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89
931
$3K ﹤0.01%
166
932
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452
-44
933
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220
934
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95
935
$2K ﹤0.01%
20
936
$2K ﹤0.01%
312
937
$2K ﹤0.01%
100
-890
938
$2K ﹤0.01%
100
939
$2K ﹤0.01%
48
940
$2K ﹤0.01%
62
941
$2K ﹤0.01%
354
-598
942
$2K ﹤0.01%
85
943
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11
944
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300
945
$2K ﹤0.01%
294
-855
946
$1K ﹤0.01%
+40
947
$1K ﹤0.01%
33
948
$1K ﹤0.01%
27
-2,000
949
$1K ﹤0.01%
10
950
$1K ﹤0.01%
75
36 37
38
39 40