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
451
$241K 0.01%
1,194
+306
452
$236K 0.01%
2,806
+244
453
$232K 0.01%
243
+22
454
$228K ﹤0.01%
655
455
$226K ﹤0.01%
3,128
-67
456
$224K ﹤0.01%
4,275
457
$222K ﹤0.01%
1,698
458
$222K ﹤0.01%
1,670
459
$216K ﹤0.01%
3,770
460
$215K ﹤0.01%
1,561
461
$215K ﹤0.01%
2,972
462
$213K ﹤0.01%
481
463
$210K ﹤0.01%
7,890
-135
464
$209K ﹤0.01%
5,889
465
$207K ﹤0.01%
7,580
-1,509
466
$207K ﹤0.01%
2,120
467
$206K ﹤0.01%
2,178
468
$205K ﹤0.01%
12,189
+1,113
469
$200K ﹤0.01%
1,000
470
$199K ﹤0.01%
3,113
-403
471
$199K ﹤0.01%
5,058
472
$198K ﹤0.01%
4,981
+675
473
$193K ﹤0.01%
600
474
$192K ﹤0.01%
2,990
475
$191K ﹤0.01%
2,719
17 18
19
20 21