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
926
$17.5K ﹤0.01%
502
927
$17.4K ﹤0.01%
373
928
$17.4K ﹤0.01%
+203
929
$17.3K ﹤0.01%
167
930
$17.3K ﹤0.01%
222
931
$17.1K ﹤0.01%
2,482
932
$17K ﹤0.01%
289
933
$17K ﹤0.01%
104
+6
934
$16.8K ﹤0.01%
103
935
$16.8K ﹤0.01%
98
-1
936
$16.7K ﹤0.01%
+456
937
$16.7K ﹤0.01%
350
938
$16.6K ﹤0.01%
+249
939
$16.5K ﹤0.01%
296
940
$16.2K ﹤0.01%
307
+111
941
$16.2K ﹤0.01%
122
942
$16.1K ﹤0.01%
85
943
$16.1K ﹤0.01%
503
944
$16K ﹤0.01%
265
-21
945
$15.8K ﹤0.01%
600
946
$15.8K ﹤0.01%
+372
947
$15.7K ﹤0.01%
1,477
-25
948
$15.6K ﹤0.01%
325
949
$15.5K ﹤0.01%
1,220
-500
950
$15.5K ﹤0.01%
88
-24
36 37
38
39 40