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
1051
$4.34K ﹤0.01%
65
1052
$4.33K ﹤0.01%
110
1053
$4.32K ﹤0.01%
100
1054
$4.32K ﹤0.01%
138
-112
1055
$4.25K ﹤0.01%
40
1056
$4.24K ﹤0.01%
79
1057
$4.16K ﹤0.01%
16
1058
$4.13K ﹤0.01%
23
+1
1059
$4.08K ﹤0.01%
36
1060
$4.07K ﹤0.01%
66
1061
$4.04K ﹤0.01%
32
1062
$3.99K ﹤0.01%
118
1063
$3.9K ﹤0.01%
81
1064
$3.88K ﹤0.01%
329
-22
1065
$3.87K ﹤0.01%
158
1066
$3.84K ﹤0.01%
1,548
1067
$3.83K ﹤0.01%
70
1068
$3.79K ﹤0.01%
42
1069
$3.78K ﹤0.01%
+46
1070
$3.77K ﹤0.01%
30
1071
$3.69K ﹤0.01%
34
1072
$3.69K ﹤0.01%
85
1073
$3.65K ﹤0.01%
16
+1
1074
$3.59K ﹤0.01%
31
+1
1075
$3.58K ﹤0.01%
55
-3
41 42
43
44 45