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
551
$108K ﹤0.01%
3,305
552
$107K ﹤0.01%
668
553
$107K ﹤0.01%
4,195
554
$107K ﹤0.01%
381
+57
555
$106K ﹤0.01%
1,207
-31
556
$106K ﹤0.01%
886
557
$105K ﹤0.01%
820
+70
558
$105K ﹤0.01%
787
559
$104K ﹤0.01%
685
+83
560
$104K ﹤0.01%
188
561
$101K ﹤0.01%
216
+3
562
$100K ﹤0.01%
1,864
+254
563
$98.4K ﹤0.01%
354
564
$98.1K ﹤0.01%
2,839
-5
565
$97.7K ﹤0.01%
1,470
566
$97.1K ﹤0.01%
363
567
$94.7K ﹤0.01%
1,697
+428
568
$93.7K ﹤0.01%
983
569
$93.2K ﹤0.01%
330
570
$93.1K ﹤0.01%
1,172
571
$92.4K ﹤0.01%
510
572
$92.1K ﹤0.01%
2,500
573
$92K ﹤0.01%
1,899
-4
574
$91.9K ﹤0.01%
661
-1
575
$91.5K ﹤0.01%
950
21 22
23
24 25