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
751
$38.2K ﹤0.01%
+300
752
$38K ﹤0.01%
140
-23
753
$37.8K ﹤0.01%
819
754
$37.8K ﹤0.01%
127
755
$37.7K ﹤0.01%
259
-371
756
$37.7K ﹤0.01%
240
+151
757
$37.6K ﹤0.01%
1,365
+501
758
$36.6K ﹤0.01%
81
759
$36.5K ﹤0.01%
2,000
760
$36K ﹤0.01%
567
761
$35.9K ﹤0.01%
2,257
+842
762
$35.6K ﹤0.01%
477
763
$35.6K ﹤0.01%
3,000
764
$35.5K ﹤0.01%
341
765
$35.4K ﹤0.01%
674
+146
766
$35.4K ﹤0.01%
524
767
$35.2K ﹤0.01%
480
+179
768
$34.8K ﹤0.01%
824
+1
769
$34.8K ﹤0.01%
414
-114
770
$34.6K ﹤0.01%
599
+273
771
$34.6K ﹤0.01%
516
772
$34.3K ﹤0.01%
809
773
$33.9K ﹤0.01%
748
774
$33.8K ﹤0.01%
175
775
$33.7K ﹤0.01%
168
29 30
31
32 33