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
576
$91K ﹤0.01%
360
577
$90.7K ﹤0.01%
479
+71
578
$90.5K ﹤0.01%
1,722
579
$90.4K ﹤0.01%
866
-29
580
$90.3K ﹤0.01%
1,003
+1
581
$90.1K ﹤0.01%
2,142
-296
582
$89.5K ﹤0.01%
391
583
$89.2K ﹤0.01%
800
584
$89.2K ﹤0.01%
818
585
$87.6K ﹤0.01%
945
-148
586
$87.1K ﹤0.01%
5,101
+2,101
587
$86.6K ﹤0.01%
2,649
+1,535
588
$86.2K ﹤0.01%
1,849
589
$85.8K ﹤0.01%
1,278
+416
590
$85.1K ﹤0.01%
1,208
-550
591
$84.8K ﹤0.01%
850
592
$84.6K ﹤0.01%
725
593
$83.8K ﹤0.01%
4,166
594
$82.9K ﹤0.01%
928
595
$82.8K ﹤0.01%
900
596
$82.4K ﹤0.01%
965
+265
597
$80.9K ﹤0.01%
574
598
$80.7K ﹤0.01%
992
599
$80.5K ﹤0.01%
11,200
600
$80.5K ﹤0.01%
194
22 23
24
25 26