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
1001
$10.5K ﹤0.01%
1,427
-17
1002
$10.3K ﹤0.01%
+25
1003
$10.3K ﹤0.01%
138
-3
1004
$10.2K ﹤0.01%
251
-4
1005
$10.2K ﹤0.01%
83
-358
1006
$10.1K ﹤0.01%
343
+5
1007
$10K ﹤0.01%
15,881
1008
$9.94K ﹤0.01%
59
+8
1009
$9.88K ﹤0.01%
65
1010
$9.82K ﹤0.01%
484
-99
1011
$9.73K ﹤0.01%
116
+15
1012
$9.69K ﹤0.01%
600
1013
$9.66K ﹤0.01%
174
1014
$9.65K ﹤0.01%
699
1015
$9.62K ﹤0.01%
225
+81
1016
$9.43K ﹤0.01%
68
+5
1017
$9.4K ﹤0.01%
218
1018
$9.32K ﹤0.01%
384
1019
$9.29K ﹤0.01%
211
1020
$9.23K ﹤0.01%
789
1021
$9.18K ﹤0.01%
197
1022
$9.15K ﹤0.01%
+228
1023
$9.11K ﹤0.01%
500
1024
$9.04K ﹤0.01%
277
-2,630
1025
$9K ﹤0.01%
11
-51
39 40
41
42 43