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
876
$17.2K ﹤0.01%
131
877
$17K ﹤0.01%
40
878
$16.8K ﹤0.01%
100
879
$16.7K ﹤0.01%
125
880
$16.7K ﹤0.01%
236
+111
881
$16.6K ﹤0.01%
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882
$16.6K ﹤0.01%
601
+450
883
$16.5K ﹤0.01%
42
+6
884
$16.5K ﹤0.01%
197
885
$16.4K ﹤0.01%
440
886
$16.2K ﹤0.01%
350
887
$16.2K ﹤0.01%
636
888
$16.1K ﹤0.01%
105
889
$16K ﹤0.01%
194
-7
890
$16K ﹤0.01%
1,358
891
$16K ﹤0.01%
83
892
$15.7K ﹤0.01%
366
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893
$15.5K ﹤0.01%
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894
$15.4K ﹤0.01%
651
895
$15.4K ﹤0.01%
798
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896
$15.4K ﹤0.01%
325
897
$15.3K ﹤0.01%
400
898
$15K ﹤0.01%
298
899
$15K ﹤0.01%
901
900
$14.8K ﹤0.01%
253