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
826
$26.8K ﹤0.01%
172
+20
827
$26.6K ﹤0.01%
879
+36
828
$26.3K ﹤0.01%
626
-24
829
$26.3K ﹤0.01%
227
+206
830
$26.1K ﹤0.01%
336
+251
831
$26K ﹤0.01%
600
832
$26K ﹤0.01%
+490
833
$25.7K ﹤0.01%
181
-138
834
$25.6K ﹤0.01%
500
835
$25.5K ﹤0.01%
119
836
$25.5K ﹤0.01%
232
837
$25.4K ﹤0.01%
218
-1
838
$25.4K ﹤0.01%
905
-8
839
$25.4K ﹤0.01%
1,669
840
$25.3K ﹤0.01%
125
841
$25K ﹤0.01%
246
-1
842
$24.8K ﹤0.01%
100
843
$24.8K ﹤0.01%
448
-28
844
$24.5K ﹤0.01%
76
+15
845
$24.4K ﹤0.01%
156
846
$24.2K ﹤0.01%
381
-151
847
$24.2K ﹤0.01%
287
848
$24.1K ﹤0.01%
48
849
$24.1K ﹤0.01%
+162
850
$24K ﹤0.01%
117
32 33
34
35 36