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
426
$292K 0.01%
1,932
-300
427
$290K 0.01%
9,161
+400
428
$283K 0.01%
1,572
+19
429
$279K 0.01%
1,600
430
$278K 0.01%
1,020
431
$278K 0.01%
1,896
-95
432
$277K 0.01%
4,001
+391
433
$277K 0.01%
554
+200
434
$271K 0.01%
2,444
435
$269K 0.01%
2,135
+1
436
$266K 0.01%
2,031
437
$265K 0.01%
657
+113
438
$264K 0.01%
628
+384
439
$264K 0.01%
3,097
440
$264K 0.01%
3,693
441
$258K 0.01%
3,126
-316
442
$256K 0.01%
2,573
443
$252K 0.01%
4,950
444
$252K 0.01%
1,864
+19
445
$248K 0.01%
3,848
+6
446
$248K 0.01%
2,623
-9
447
$247K 0.01%
2,543
-24
448
$247K 0.01%
2,705
449
$246K 0.01%
10,368
450
$242K 0.01%
2,415
-1,230
16 17
18
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