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
701
$48.6K ﹤0.01%
81
-47
702
$48.5K ﹤0.01%
500
703
$48K ﹤0.01%
1,011
-341
704
$47.7K ﹤0.01%
1,045
705
$47.5K ﹤0.01%
1,149
706
$47.2K ﹤0.01%
1,021
+100
707
$46.7K ﹤0.01%
777
708
$46.5K ﹤0.01%
2,880
-80
709
$46.4K ﹤0.01%
564
710
$46.1K ﹤0.01%
242
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711
$46.1K ﹤0.01%
448
-157
712
$46.1K ﹤0.01%
2,131
713
$45.4K ﹤0.01%
400
714
$45.3K ﹤0.01%
358
715
$45K ﹤0.01%
156
-28
716
$44.9K ﹤0.01%
145
717
$44.7K ﹤0.01%
1,840
-193,602
718
$44.3K ﹤0.01%
1,207
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719
$44.3K ﹤0.01%
208
720
$44.2K ﹤0.01%
577
-283
721
$44.1K ﹤0.01%
980
722
$43.9K ﹤0.01%
1,000
723
$43.5K ﹤0.01%
1,485
+252
724
$43.2K ﹤0.01%
89
725
$43K ﹤0.01%
232
27 28
29
30 31