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
351
$541K 0.01%
15,021
-337
352
$533K 0.01%
4,440
353
$507K 0.01%
5,326
354
$504K 0.01%
9,373
-2,080
355
$497K 0.01%
1,815
356
$485K 0.01%
5,902
357
$479K 0.01%
48,591
358
$479K 0.01%
4,761
-9
359
$468K 0.01%
5,396
-35
360
$466K 0.01%
7,625
361
$465K 0.01%
10,504
+8,253
362
$462K 0.01%
4,312
-21
363
$454K 0.01%
2,337
-22,360
364
$451K 0.01%
4,366
-780
365
$449K 0.01%
1,836
-45
366
$444K 0.01%
4,490
+967
367
$434K 0.01%
2,810
-25
368
$429K 0.01%
1,345
+91
369
$428K 0.01%
5,850
370
$428K 0.01%
8,816
-12
371
$423K 0.01%
8,415
372
$414K 0.01%
2,126
+47
373
$413K 0.01%
1,778
-26,625
374
$410K 0.01%
2,185
375
$404K 0.01%
2,024
+466
13 14
15
16 17