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
676
$51.6K ﹤0.01%
1,617
+101
677
$51.2K ﹤0.01%
2,325
+1,980
678
$51.1K ﹤0.01%
5,601
679
$50.8K ﹤0.01%
2,500
-2,000
680
$50.3K ﹤0.01%
1,387
+46
681
$50.2K ﹤0.01%
245
682
$50.2K ﹤0.01%
1,761
+7
683
$49.6K ﹤0.01%
5,846
+1,028
684
$48.9K ﹤0.01%
224
-561
685
$48.5K ﹤0.01%
768
686
$48.4K ﹤0.01%
703
+413
687
$48.3K ﹤0.01%
3,056
688
$48.2K ﹤0.01%
77
689
$48.2K ﹤0.01%
2,599
+81
690
$48.2K ﹤0.01%
1,347
-207
691
$47.7K ﹤0.01%
7,804
+6,642
692
$47.5K ﹤0.01%
1,778
-1,778
693
$47.1K ﹤0.01%
1,533
-3,267
694
$47.1K ﹤0.01%
983
+20
695
$46.8K ﹤0.01%
1,158
+1,012
696
$46.8K ﹤0.01%
669
697
$46.1K ﹤0.01%
2,500
-2,500
698
$45.9K ﹤0.01%
1,190
699
$45.9K ﹤0.01%
7,141
700
$45.7K ﹤0.01%
80
26 27
28
29 30