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
851
$24K ﹤0.01%
235
-4
852
$23.8K ﹤0.01%
650
853
$23.8K ﹤0.01%
143
+70
854
$23.8K ﹤0.01%
414
855
$23.7K ﹤0.01%
167
856
$23.7K ﹤0.01%
+215
857
$23.6K ﹤0.01%
141
+68
858
$23.4K ﹤0.01%
+171
859
$23.3K ﹤0.01%
+604
860
$23.2K ﹤0.01%
1,324
-1,314
861
$23.2K ﹤0.01%
321
862
$22.9K ﹤0.01%
382
-242
863
$22.9K ﹤0.01%
273
-3
864
$22.8K ﹤0.01%
431
865
$22.8K ﹤0.01%
+642
866
$22.7K ﹤0.01%
583
867
$22.6K ﹤0.01%
116
+30
868
$22.4K ﹤0.01%
909
+319
869
$22.2K ﹤0.01%
1,140
-447
870
$22.2K ﹤0.01%
1,384
+396
871
$22.1K ﹤0.01%
1,620
872
$22K ﹤0.01%
132
873
$21.8K ﹤0.01%
615
+158
874
$21.6K ﹤0.01%
689
+36
875
$21.5K ﹤0.01%
253
-3
33 34
35
36 37