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
776
$29.9K ﹤0.01%
1,073
777
$29.7K ﹤0.01%
3,838
778
$29.7K ﹤0.01%
243
+207
779
$29.5K ﹤0.01%
809
780
$29.4K ﹤0.01%
844
781
$29.4K ﹤0.01%
606
782
$29.4K ﹤0.01%
750
-66,152
783
$29.3K ﹤0.01%
211
784
$29.2K ﹤0.01%
968
+434
785
$29.2K ﹤0.01%
710
786
$28.9K ﹤0.01%
69
787
$28.9K ﹤0.01%
2,277
788
$28.9K ﹤0.01%
1,317
789
$28.8K ﹤0.01%
167
790
$28.8K ﹤0.01%
477
791
$28.5K ﹤0.01%
567
792
$28.5K ﹤0.01%
1,279
+1,088
793
$28.4K ﹤0.01%
106
794
$27.9K ﹤0.01%
109
-146
795
$27.8K ﹤0.01%
842
796
$27.8K ﹤0.01%
277
+50
797
$27.7K ﹤0.01%
269
798
$27.7K ﹤0.01%
366
-33,433
799
$27.3K ﹤0.01%
2,059
800
$27.1K ﹤0.01%
90
30 31
32
33 34