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
801
$29.4K ﹤0.01%
+870
802
$29.4K ﹤0.01%
294
-70
803
$29.3K ﹤0.01%
167
-5
804
$29.2K ﹤0.01%
1,250
805
$29.1K ﹤0.01%
2,851
+154
806
$29K ﹤0.01%
329
+121
807
$28.7K ﹤0.01%
650
808
$28.6K ﹤0.01%
82
+19
809
$28.4K ﹤0.01%
189
-7
810
$28.4K ﹤0.01%
337
+72
811
$28.3K ﹤0.01%
153
-3
812
$28.1K ﹤0.01%
365
813
$28.1K ﹤0.01%
1,081
814
$28K ﹤0.01%
+384
815
$28K ﹤0.01%
143
816
$28K ﹤0.01%
378
817
$27.9K ﹤0.01%
272
+99
818
$27.7K ﹤0.01%
907
819
$27.6K ﹤0.01%
1,002
-220
820
$27.6K ﹤0.01%
223
821
$27.1K ﹤0.01%
701
-8
822
$27.1K ﹤0.01%
529
-20
823
$27K ﹤0.01%
485
824
$26.9K ﹤0.01%
218
-1
825
$26.8K ﹤0.01%
714
31 32
33
34 35