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
826
$24.1K ﹤0.01%
145
-4,245
827
$24K ﹤0.01%
836
+112
828
$24K ﹤0.01%
1,336
-422
829
$23.8K ﹤0.01%
88
830
$23.8K ﹤0.01%
421
-6
831
$23.5K ﹤0.01%
229
832
$23.4K ﹤0.01%
251
833
$23.3K ﹤0.01%
1,043
+22
834
$23K ﹤0.01%
280
835
$22.8K ﹤0.01%
3,400
836
$22.4K ﹤0.01%
503
837
$22K ﹤0.01%
509
+416
838
$21.6K ﹤0.01%
109
839
$21.6K ﹤0.01%
1,901
840
$21.5K ﹤0.01%
600
841
$21.5K ﹤0.01%
472
842
$21.3K ﹤0.01%
87
843
$21.2K ﹤0.01%
600
844
$21.2K ﹤0.01%
131
845
$21.1K ﹤0.01%
388
846
$21.1K ﹤0.01%
63
847
$21K ﹤0.01%
171
+36
848
$21K ﹤0.01%
175
849
$20.9K ﹤0.01%
124
-1
850
$20.7K ﹤0.01%
287
32 33
34
35 36