WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,508
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.9M
3
+$7.61M
4
EQT icon
EQT Corp
EQT
+$6.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$6.47M

Top Sells

1
+$39.9M
2
+$24.2M
3
+$9.76M
4
IQV icon
IQVIA
IQV
+$8.95M
5
TSM icon
TSMC
TSM
+$8.51M

Sector Composition

1 Technology 26.46%
2 Financials 11.34%
3 Consumer Discretionary 7.47%
4 Communication Services 6.76%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.22M 0.03%
19,315
+1,311
277
$1.22M 0.03%
3,930
-2
278
$1.22M 0.03%
14,756
-146
279
$1.19M 0.03%
6,259
-1,703
280
$1.18M 0.03%
30,500
281
$1.17M 0.02%
24,714
282
$1.13M 0.02%
5,484
-49,196
283
$1.11M 0.02%
2,913
+37
284
$1.1M 0.02%
857
-12
285
$1.09M 0.02%
10,253
286
$1.08M 0.02%
10,002
-3
287
$1.08M 0.02%
5,204
-4
288
$1.07M 0.02%
9,489
289
$1.05M 0.02%
5,375
290
$1.04M 0.02%
31,080
-1,020
291
$992K 0.02%
29,293
-2,434
292
$966K 0.02%
16,947
+401
293
$936K 0.02%
+9,341
294
$926K 0.02%
30,663
295
$925K 0.02%
10,391
-2,046
296
$893K 0.02%
5,664
+1,273
297
$882K 0.02%
10,467
-240
298
$872K 0.02%
10,936
299
$872K 0.02%
7,193
300
$871K 0.02%
5,949
-200
10 11
12
13 14