WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
1076
$3.53K ﹤0.01%
60
-2
1077
$3.49K ﹤0.01%
33
+1
1078
$3.4K ﹤0.01%
111
-720
1079
$3.32K ﹤0.01%
23
1080
$3.32K ﹤0.01%
83
1081
$3.29K ﹤0.01%
137
1082
$3.27K ﹤0.01%
70
1083
$3.26K ﹤0.01%
48
1084
$3.22K ﹤0.01%
30
1085
$3.19K ﹤0.01%
55
1086
$3.17K ﹤0.01%
+23
1087
$3.16K ﹤0.01%
36
1088
$3.14K ﹤0.01%
55
+3
1089
$3.13K ﹤0.01%
66
1090
$3.08K ﹤0.01%
71
1091
$3.06K ﹤0.01%
89
1092
$3.04K ﹤0.01%
+54
1093
$2.98K ﹤0.01%
45
1094
$2.97K ﹤0.01%
27
1095
$2.95K ﹤0.01%
50
1096
$2.94K ﹤0.01%
+67
1097
$2.93K ﹤0.01%
112
1098
$2.91K ﹤0.01%
+43
1099
$2.89K ﹤0.01%
+35
1100
$2.84K ﹤0.01%
175
42 43
44
45 46