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
951
$15.4K ﹤0.01%
97
-126
952
$15.4K ﹤0.01%
516
+350
953
$15.4K ﹤0.01%
210
954
$15.2K ﹤0.01%
161
955
$15.1K ﹤0.01%
1,000
956
$15K ﹤0.01%
642
957
$15K ﹤0.01%
248
958
$15K ﹤0.01%
38
959
$14.8K ﹤0.01%
113
-1
960
$14.7K ﹤0.01%
255
-205
961
$14.7K ﹤0.01%
73
+16
962
$14.6K ﹤0.01%
702
+1
963
$14.3K ﹤0.01%
448
964
$14.3K ﹤0.01%
256
-45
965
$14.3K ﹤0.01%
230
966
$14.1K ﹤0.01%
184
967
$13.9K ﹤0.01%
1,232
-22
968
$13.8K ﹤0.01%
161
969
$13.6K ﹤0.01%
474
970
$13.4K ﹤0.01%
165
971
$13.3K ﹤0.01%
242
-4
972
$13.2K ﹤0.01%
135
973
$13.1K ﹤0.01%
65
-148
974
$12.9K ﹤0.01%
488
+201
975
$12.9K ﹤0.01%
+511
37 38
39
40 41