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
876
$21.5K ﹤0.01%
280
877
$21.5K ﹤0.01%
2,388
878
$21.5K ﹤0.01%
203
+31
879
$21.4K ﹤0.01%
901
-13
880
$21.2K ﹤0.01%
245
881
$21.1K ﹤0.01%
99
882
$21.1K ﹤0.01%
240
883
$21.1K ﹤0.01%
121
884
$21.1K ﹤0.01%
1,436
+400
885
$21K ﹤0.01%
10,000
886
$21K ﹤0.01%
572
-406
887
$20.9K ﹤0.01%
125
888
$20.8K ﹤0.01%
257
889
$20.6K ﹤0.01%
175
-7
890
$20.6K ﹤0.01%
+179
891
$20.5K ﹤0.01%
984
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$20.4K ﹤0.01%
188
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893
$20.2K ﹤0.01%
440
894
$20.2K ﹤0.01%
296
895
$20K ﹤0.01%
376
896
$19.9K ﹤0.01%
+732
897
$19.9K ﹤0.01%
173
-3
898
$19.5K ﹤0.01%
277
899
$19.5K ﹤0.01%
289
-5
900
$19.5K ﹤0.01%
440
34 35
36
37 38