WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
926
$3K ﹤0.01%
75
927
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151
928
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89
929
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166
930
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452
-44
931
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932
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3
933
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934
$3K ﹤0.01%
95
935
$2K ﹤0.01%
312
936
$2K ﹤0.01%
100
-890
937
$2K ﹤0.01%
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938
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48
939
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62
940
$2K ﹤0.01%
354
-598
941
$2K ﹤0.01%
85
942
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11
943
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944
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-855
945
$2K ﹤0.01%
20
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%
103
36 37
38
39 40