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
401
$339K 0.01%
7,616
-686
402
$338K 0.01%
3,498
+916
403
$336K 0.01%
7,100
404
$335K 0.01%
2,194
-61
405
$325K 0.01%
5,681
406
$315K 0.01%
2,099
-83
407
$314K 0.01%
1,885
408
$313K 0.01%
1,500
409
$313K 0.01%
3,600
410
$311K 0.01%
4,452
411
$309K 0.01%
4,667
-48
412
$309K 0.01%
6,729
413
$307K 0.01%
4,542
414
$306K 0.01%
6,382
+1,675
415
$306K 0.01%
5,061
416
$302K 0.01%
1,565
-7
417
$300K 0.01%
1,062
-10,131
418
$299K 0.01%
4,718
+1
419
$299K 0.01%
1,283
420
$299K 0.01%
2,968
+3
421
$299K 0.01%
2,378
422
$298K 0.01%
+11,296
423
$297K 0.01%
3,771
-752
424
$296K 0.01%
453
-52
425
$296K 0.01%
11,437
15 16
17
18 19