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
1026
$8.96K ﹤0.01%
125
1027
$8.89K ﹤0.01%
+193
1028
$8.73K ﹤0.01%
233
1029
$8.63K ﹤0.01%
28
1030
$8.55K ﹤0.01%
138
1031
$8.42K ﹤0.01%
+100
1032
$8.27K ﹤0.01%
206
1033
$8.25K ﹤0.01%
64
1034
$8.13K ﹤0.01%
+388
1035
$8.01K ﹤0.01%
+70
1036
$8.01K ﹤0.01%
271
1037
$8K ﹤0.01%
298
1038
$7.77K ﹤0.01%
49
1039
$7.74K ﹤0.01%
+209
1040
$7.58K ﹤0.01%
351
1041
$7.39K ﹤0.01%
129
1042
$7.34K ﹤0.01%
+80
1043
$7.28K ﹤0.01%
39
1044
$7.26K ﹤0.01%
70
1045
$7.22K ﹤0.01%
22
1046
$7.21K ﹤0.01%
80
-6
1047
$7.12K ﹤0.01%
+69
1048
$6.95K ﹤0.01%
150
1049
$6.92K ﹤0.01%
90
-765
1050
$6.57K ﹤0.01%
+203
40 41
42
43 44