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
626
$68.8K ﹤0.01%
1,570
-44
627
$67.8K ﹤0.01%
710
+28
628
$67.3K ﹤0.01%
1,437
629
$66.8K ﹤0.01%
867
-93
630
$66.8K ﹤0.01%
1,000
631
$66.7K ﹤0.01%
471
-28
632
$66.2K ﹤0.01%
218
633
$66.1K ﹤0.01%
1,608
-110
634
$66K ﹤0.01%
315
635
$65.6K ﹤0.01%
853
+160
636
$65.6K ﹤0.01%
3,900
637
$65.4K ﹤0.01%
+1,209
638
$64.8K ﹤0.01%
700
639
$64.7K ﹤0.01%
495
640
$64.6K ﹤0.01%
1,496
641
$63.7K ﹤0.01%
273
642
$63.6K ﹤0.01%
1,005
-4
643
$63.5K ﹤0.01%
1,022
+228
644
$63.1K ﹤0.01%
720
645
$62.5K ﹤0.01%
220
646
$62.4K ﹤0.01%
1,210
-2
647
$62.2K ﹤0.01%
263
-1
648
$61.9K ﹤0.01%
982
649
$61.7K ﹤0.01%
457
650
$61.5K ﹤0.01%
2,524
+62
24 25
26
27 28