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
1051
$6.51K ﹤0.01%
90
-2
1052
$6.46K ﹤0.01%
32
-12
1053
$6.4K ﹤0.01%
83
+29
1054
$6.25K ﹤0.01%
237
1055
$6.19K ﹤0.01%
85
1056
$6.19K ﹤0.01%
31
-1
1057
$6.17K ﹤0.01%
261
-166
1058
$6.11K ﹤0.01%
159
1059
$6.11K ﹤0.01%
273
1060
$5.96K ﹤0.01%
72
1061
$5.83K ﹤0.01%
+125
1062
$5.7K ﹤0.01%
398
1063
$5.68K ﹤0.01%
68
1064
$5.53K ﹤0.01%
14
1065
$5.49K ﹤0.01%
+1,000
1066
$5.39K ﹤0.01%
+85
1067
$5.31K ﹤0.01%
18
1068
$5.18K ﹤0.01%
42
-2
1069
$5.18K ﹤0.01%
20
1070
$5.01K ﹤0.01%
65
1071
$4.96K ﹤0.01%
100
-4
1072
$4.94K ﹤0.01%
97
1073
$4.94K ﹤0.01%
+46
1074
$4.94K ﹤0.01%
+493
1075
$4.88K ﹤0.01%
80
+14
41 42
43
44 45