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
676
$53.3K ﹤0.01%
1,212
677
$53.2K ﹤0.01%
+5,500
678
$53.2K ﹤0.01%
795
+52
679
$53K ﹤0.01%
2,109
680
$52.6K ﹤0.01%
606
+216
681
$52.6K ﹤0.01%
1,040
682
$52.5K ﹤0.01%
115
+63
683
$52.3K ﹤0.01%
831
+1
684
$52.2K ﹤0.01%
900
685
$52.2K ﹤0.01%
1,598
-1,245
686
$51.7K ﹤0.01%
384
+87
687
$51.6K ﹤0.01%
390
688
$51.6K ﹤0.01%
402
689
$51.4K ﹤0.01%
225
+83
690
$51.2K ﹤0.01%
280
691
$50.9K ﹤0.01%
750
692
$50.6K ﹤0.01%
383
-285
693
$50.4K ﹤0.01%
1,317
694
$50.2K ﹤0.01%
500
695
$50.1K ﹤0.01%
854
-22
696
$49.7K ﹤0.01%
433
697
$49.7K ﹤0.01%
2,601
-14
698
$49.6K ﹤0.01%
600
699
$49.5K ﹤0.01%
191
700
$49.2K ﹤0.01%
800
26 27
28
29 30