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
651
$61.1K ﹤0.01%
583
652
$60.8K ﹤0.01%
924
653
$60.6K ﹤0.01%
199
-3
654
$60.4K ﹤0.01%
687
655
$59.8K ﹤0.01%
900
656
$59.3K ﹤0.01%
1,182
657
$59.1K ﹤0.01%
182
658
$58.9K ﹤0.01%
1,647
-65
659
$58.7K ﹤0.01%
933
+133
660
$58.7K ﹤0.01%
622
-15
661
$58.1K ﹤0.01%
2,000
662
$57.2K ﹤0.01%
7
663
$57K ﹤0.01%
789
-2
664
$56.8K ﹤0.01%
3,051
665
$56.7K ﹤0.01%
1,000
666
$56.6K ﹤0.01%
190
667
$56.4K ﹤0.01%
1,243
668
$56.1K ﹤0.01%
623
669
$55.4K ﹤0.01%
583
670
$55.4K ﹤0.01%
104
+27
671
$54.6K ﹤0.01%
1,235
672
$54.4K ﹤0.01%
2,211
673
$54.4K ﹤0.01%
926
-206
674
$53.9K ﹤0.01%
671
675
$53.5K ﹤0.01%
2,754
+62
25 26
27
28 29