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
601
$80.2K ﹤0.01%
491
-1
602
$78.6K ﹤0.01%
1,476
603
$78.6K ﹤0.01%
1,509
604
$78.5K ﹤0.01%
550
605
$78.2K ﹤0.01%
687
606
$77.9K ﹤0.01%
1,750
607
$77.7K ﹤0.01%
360
+49
608
$77.3K ﹤0.01%
1,988
-11
609
$75.3K ﹤0.01%
247
610
$74.5K ﹤0.01%
1,091
-1
611
$73.9K ﹤0.01%
1,200
612
$73.8K ﹤0.01%
1,280
-70
613
$73.1K ﹤0.01%
261
614
$73K ﹤0.01%
725
-121
615
$72.9K ﹤0.01%
+541
616
$72.9K ﹤0.01%
227
-12
617
$72.6K ﹤0.01%
1,041
-93
618
$72.1K ﹤0.01%
400
619
$71.8K ﹤0.01%
530
620
$71.7K ﹤0.01%
168
-1,437
621
$71.6K ﹤0.01%
2,232
+312
622
$70.9K ﹤0.01%
493
623
$70.2K ﹤0.01%
232
624
$69.3K ﹤0.01%
939
625
$69.2K ﹤0.01%
550
-46
23 24
25
26 27