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
951
$1K ﹤0.01%
14
-8,532
952
$1K ﹤0.01%
23
953
$1K ﹤0.01%
60
-725
954
$1K ﹤0.01%
103
955
$1K ﹤0.01%
34
956
$1K ﹤0.01%
74
957
$1K ﹤0.01%
40
958
$1K ﹤0.01%
30
959
$1K ﹤0.01%
68
960
$1K ﹤0.01%
80
961
$1K ﹤0.01%
+24
962
$1K ﹤0.01%
55
963
– –
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964
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965
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$0 ﹤0.01%
15
967
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42
968
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969
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972
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973
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974
– –
-95
975
– –
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37 38
39
40 41