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
901
$19.4K ﹤0.01%
600
902
$19.3K ﹤0.01%
2,804
903
$19.3K ﹤0.01%
517
904
$19.3K ﹤0.01%
1,886
905
$19.2K ﹤0.01%
217
-5
906
$19.2K ﹤0.01%
51
+29
907
$19K ﹤0.01%
138
-1
908
$19K ﹤0.01%
647
909
$19K ﹤0.01%
600
910
$18.8K ﹤0.01%
225
911
$18.6K ﹤0.01%
506
-8
912
$18.6K ﹤0.01%
400
913
$18.5K ﹤0.01%
359
-78
914
$18.5K ﹤0.01%
752
+1
915
$18.4K ﹤0.01%
342
+86
916
$18.3K ﹤0.01%
+124
917
$18.3K ﹤0.01%
538
918
$18.2K ﹤0.01%
140
919
$18.1K ﹤0.01%
1,647
920
$18.1K ﹤0.01%
350
921
$18.1K ﹤0.01%
325
922
$18K ﹤0.01%
65
923
$18K ﹤0.01%
56
924
$17.9K ﹤0.01%
270
925
$17.8K ﹤0.01%
32
-4
35 36
37
38 39