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
726
$42.9K ﹤0.01%
2,319
727
$42.9K ﹤0.01%
403
728
$42.9K ﹤0.01%
574
729
$42.8K ﹤0.01%
181
-162
730
$42.5K ﹤0.01%
493
+244
731
$42.5K ﹤0.01%
211
732
$42.5K ﹤0.01%
1,330
+419
733
$42.4K ﹤0.01%
576
734
$41.7K ﹤0.01%
2,021
+900
735
$41.5K ﹤0.01%
325
736
$41K ﹤0.01%
3,550
737
$40.8K ﹤0.01%
277
+70
738
$40.7K ﹤0.01%
504
739
$40.7K ﹤0.01%
917
-3
740
$40.5K ﹤0.01%
427
741
$40.5K ﹤0.01%
131
+43
742
$40.3K ﹤0.01%
718
+262
743
$40.3K ﹤0.01%
4,943
744
$40.3K ﹤0.01%
1,173
+5
745
$39.8K ﹤0.01%
1,446
-43
746
$39.4K ﹤0.01%
30
747
$39.3K ﹤0.01%
1,743
+635
748
$39.2K ﹤0.01%
909
-9
749
$39K ﹤0.01%
900
750
$38.3K ﹤0.01%
194
+71
28 29
30
31 32