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
976
$12.8K ﹤0.01%
1,592
977
$12.5K ﹤0.01%
85
978
$12.5K ﹤0.01%
80
-4
979
$12.5K ﹤0.01%
75
980
$12.4K ﹤0.01%
300
981
$12.3K ﹤0.01%
+533
982
$12.2K ﹤0.01%
216
-1
983
$12.1K ﹤0.01%
1,000
984
$12.1K ﹤0.01%
116
-1
985
$12.1K ﹤0.01%
269
986
$12K ﹤0.01%
406
987
$11.8K ﹤0.01%
153
-1
988
$11.8K ﹤0.01%
+150
989
$11.8K ﹤0.01%
57
990
$11.8K ﹤0.01%
147
-501
991
$11.7K ﹤0.01%
123
992
$11.6K ﹤0.01%
250
-3
993
$11.4K ﹤0.01%
+500
994
$11.3K ﹤0.01%
49
+20
995
$11.3K ﹤0.01%
186
996
$11.2K ﹤0.01%
121
-530
997
$11.1K ﹤0.01%
149
-324
998
$10.9K ﹤0.01%
64
999
$10.7K ﹤0.01%
295
1000
$10.5K ﹤0.01%
48
-94
38 39
40
41 42