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
851
$20.6K ﹤0.01%
1,722
852
$20.3K ﹤0.01%
233
853
$20.1K ﹤0.01%
710
854
$20K ﹤0.01%
2,820
855
$20K ﹤0.01%
440
856
$19.8K ﹤0.01%
11,200
857
$19.7K ﹤0.01%
517
858
$19.6K ﹤0.01%
417
859
$19.6K ﹤0.01%
1,000
860
$19.5K ﹤0.01%
226
861
$19.1K ﹤0.01%
500
862
$19K ﹤0.01%
583
863
$18.9K ﹤0.01%
46
864
$18.8K ﹤0.01%
210
865
$18.7K ﹤0.01%
173
+126
866
$18.6K ﹤0.01%
44
867
$18.5K ﹤0.01%
92
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868
$18.5K ﹤0.01%
511
-562
869
$18.4K ﹤0.01%
245
870
$18.3K ﹤0.01%
100
871
$17.9K ﹤0.01%
344
-23,242
872
$17.6K ﹤0.01%
278
873
$17.6K ﹤0.01%
219
874
$17.3K ﹤0.01%
473
875
$17.2K ﹤0.01%
10,000
33 34
35
36 37