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
$3.49B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$5.62M
3
+$4.46M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.8M
5
IQV icon
IQVIA
IQV
+$3.06M

Top Sells

1
+$7.65M
2
+$3.97M
3
+$3.88M
4
NVDA icon
NVIDIA
NVDA
+$3.71M
5
TER icon
Teradyne
TER
+$2.7M

Sector Composition

1 Technology 23.58%
2 Financials 10.14%
3 Healthcare 8.62%
4 Consumer Discretionary 7.49%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$59.7K ﹤0.01%
205
652
$59.7K ﹤0.01%
694
+98
653
$59.6K ﹤0.01%
1,291
+618
654
$59.5K ﹤0.01%
574
655
$58K ﹤0.01%
2,500
656
$57.9K ﹤0.01%
466
-2
657
$57.8K ﹤0.01%
1,243
658
$57.5K ﹤0.01%
1,784
-113
659
$57K ﹤0.01%
1,532
660
$56.7K ﹤0.01%
1,603
661
$56.3K ﹤0.01%
800
662
$56.3K ﹤0.01%
4,052
+154
663
$56.2K ﹤0.01%
500
664
$56K ﹤0.01%
1,552
-5,448
665
$55.9K ﹤0.01%
2,977
-89
666
$55.7K ﹤0.01%
1,000
-143
667
$55K ﹤0.01%
4,646
+3,950
668
$54.9K ﹤0.01%
900
669
$54.9K ﹤0.01%
645
670
$54.4K ﹤0.01%
950
671
$53.6K ﹤0.01%
1,357
672
$53.2K ﹤0.01%
267
+133
673
$52.8K ﹤0.01%
1,165
674
$52.5K ﹤0.01%
600
675
$51.7K ﹤0.01%
261
25 26
27
28 29