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
951
$9.91K ﹤0.01%
482
952
$9.9K ﹤0.01%
2,246
953
$9.9K ﹤0.01%
130
+30
954
$9.64K ﹤0.01%
37
-50
955
$9.63K ﹤0.01%
80
956
$9.62K ﹤0.01%
56
+2
957
$9.59K ﹤0.01%
279
-553
958
$9.5K ﹤0.01%
893
959
$9.49K ﹤0.01%
484
+470
960
$9.38K ﹤0.01%
80
961
$9.35K ﹤0.01%
130
962
$9.26K ﹤0.01%
134
963
$9.13K ﹤0.01%
+71
964
$9.11K ﹤0.01%
155
+18
965
$9.04K ﹤0.01%
316
+44
966
$8.86K ﹤0.01%
+168
967
$8.72K ﹤0.01%
101
+19
968
$8.48K ﹤0.01%
38
+16
969
$8.34K ﹤0.01%
217
+16
970
$8.34K ﹤0.01%
25
971
$8.25K ﹤0.01%
90
972
$8.16K ﹤0.01%
103
973
$8.14K ﹤0.01%
135
974
$8.07K ﹤0.01%
300
975
$8.07K ﹤0.01%
+311
37 38
39
40 41