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
526
$127K ﹤0.01%
3,057
527
$126K ﹤0.01%
30
528
$126K ﹤0.01%
1,849
+750
529
$125K ﹤0.01%
1,475
-16
530
$124K ﹤0.01%
748
-21
531
$123K ﹤0.01%
263
+94
532
$123K ﹤0.01%
1,000
-1
533
$123K ﹤0.01%
2,425
-601
534
$122K ﹤0.01%
521
+75
535
$122K ﹤0.01%
831
-7
536
$121K ﹤0.01%
435
537
$121K ﹤0.01%
400
538
$121K ﹤0.01%
6,762
539
$119K ﹤0.01%
1,551
+328
540
$119K ﹤0.01%
1,984
541
$117K ﹤0.01%
896
542
$115K ﹤0.01%
1,430
-34
543
$115K ﹤0.01%
1,405
544
$115K ﹤0.01%
1,204
+3
545
$114K ﹤0.01%
2,069
546
$112K ﹤0.01%
636
547
$110K ﹤0.01%
375
+1
548
$110K ﹤0.01%
4,210
549
$109K ﹤0.01%
1,350
+512
550
$108K ﹤0.01%
2,100
20 21
22
23 24