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
176
$1.95M 0.1%
21,252
+120
177
$1.94M 0.1%
10,962
178
$1.88M 0.09%
17,210
179
$1.86M 0.09%
6,791
+196
180
$1.85M 0.09%
22,476
+1,010
181
$1.85M 0.09%
46,220
+39,310
182
$1.83M 0.09%
15,529
-5,552
183
$1.81M 0.09%
34,418
+11,485
184
$1.77M 0.09%
58,349
-4,508
185
$1.72M 0.09%
33,873
+2,071
186
$1.71M 0.09%
20,538
+306
187
$1.71M 0.09%
12,668
-183
188
$1.7M 0.09%
65,544
+874
189
$1.7M 0.08%
58,480
190
$1.69M 0.08%
13,141
+1,174
191
$1.64M 0.08%
26,803
+2,442
192
$1.59M 0.08%
15,920
-53
193
$1.57M 0.08%
20,286
+1,856
194
$1.57M 0.08%
25,353
+705
195
$1.5M 0.08%
8,142
+750
196
$1.49M 0.07%
9,822
-150
197
$1.47M 0.07%
26,393
-378
198
$1.45M 0.07%
14,331
+1,286
199
$1.42M 0.07%
37,584
-1,930
200
$1.4M 0.07%
5,727
6 7
8
9 10