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
776
$33.3K ﹤0.01%
707
+212
777
$33.3K ﹤0.01%
221
-1,672
778
$33.2K ﹤0.01%
753
-139
779
$33K ﹤0.01%
211
780
$32.9K ﹤0.01%
800
781
$32.6K ﹤0.01%
+266
782
$32.4K ﹤0.01%
1,255
+511
783
$32.4K ﹤0.01%
427
784
$32.4K ﹤0.01%
114
+5
785
$32.3K ﹤0.01%
691
+70
786
$32.2K ﹤0.01%
1,781
+645
787
$31.8K ﹤0.01%
7,141
788
$31.3K ﹤0.01%
710
789
$31.3K ﹤0.01%
129
790
$31K ﹤0.01%
400
791
$30.9K ﹤0.01%
2,869
792
$30.9K ﹤0.01%
283
793
$30.8K ﹤0.01%
1,108
794
$30.4K ﹤0.01%
132
+1
795
$30.3K ﹤0.01%
212
-605
796
$29.8K ﹤0.01%
+1,000
797
$29.8K ﹤0.01%
216
798
$29.4K ﹤0.01%
231
799
$29.4K ﹤0.01%
905
800
$29.4K ﹤0.01%
205
+93
30 31
32
33 34