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
476
$191K ﹤0.01%
546
-85
477
$191K ﹤0.01%
1,780
478
$190K ﹤0.01%
1,059
479
$188K ﹤0.01%
7,691
-75
480
$186K ﹤0.01%
7,800
481
$185K ﹤0.01%
7,749
-5,772
482
$183K ﹤0.01%
1,124
483
$183K ﹤0.01%
268
+54
484
$181K ﹤0.01%
2,572
+1,032
485
$178K ﹤0.01%
753
486
$178K ﹤0.01%
8,980
-7,080
487
$177K ﹤0.01%
1,022
488
$173K ﹤0.01%
7,275
489
$173K ﹤0.01%
3,793
-228
490
$171K ﹤0.01%
1,384
491
$170K ﹤0.01%
1,294
492
$167K ﹤0.01%
650
-86
493
$166K ﹤0.01%
708
494
$166K ﹤0.01%
1,584
+85
495
$166K ﹤0.01%
1,176
496
$163K ﹤0.01%
1,773
-51
497
$163K ﹤0.01%
1,300
498
$158K ﹤0.01%
1,023
499
$153K ﹤0.01%
1,318
-40
500
$153K ﹤0.01%
1,030
+605
18 19
20
21 22