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
376
$404K 0.01%
2,371
-4
377
$403K 0.01%
27,635
-351
378
$400K 0.01%
10,303
379
$398K 0.01%
3,827
-184
380
$395K 0.01%
4,130
381
$389K 0.01%
2,785
-7
382
$383K 0.01%
8,184
-30
383
$383K 0.01%
1,812
-152
384
$377K 0.01%
8,284
-24
385
$377K 0.01%
7,125
386
$374K 0.01%
2,500
387
$373K 0.01%
3,501
388
$369K 0.01%
4,980
-58
389
$366K 0.01%
15,373
-2,745
390
$366K 0.01%
5,858
391
$365K 0.01%
1,586
-204
392
$361K 0.01%
2,833
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393
$361K 0.01%
1,449
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394
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1,602
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395
$351K 0.01%
4,198
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396
$345K 0.01%
5,395
-79
397
$342K 0.01%
2,214
-1,089
398
$341K 0.01%
609
+26
399
$340K 0.01%
7,568
-96
400
$339K 0.01%
12,384
+402
14 15
16
17 18