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
1076
$4.85K ﹤0.01%
282
1077
$4.83K ﹤0.01%
103
1078
$4.78K ﹤0.01%
103
-5
1079
$4.71K ﹤0.01%
65
-164
1080
$4.64K ﹤0.01%
45
-2
1081
$4.62K ﹤0.01%
33
1082
$4.62K ﹤0.01%
833
1083
$4.56K ﹤0.01%
40
1084
$4.54K ﹤0.01%
46
1085
$4.52K ﹤0.01%
33
1086
$4.51K ﹤0.01%
100
1087
$4.49K ﹤0.01%
+225
1088
$4.46K ﹤0.01%
172
1089
$4.29K ﹤0.01%
40
1090
$4.25K ﹤0.01%
67
1091
$4.23K ﹤0.01%
23
-7
1092
$4.12K ﹤0.01%
92
1093
$4.09K ﹤0.01%
27
1094
$4.07K ﹤0.01%
118
1095
$4.06K ﹤0.01%
26
1096
$4.04K ﹤0.01%
83
1097
$4.03K ﹤0.01%
48
1098
$3.99K ﹤0.01%
9
1099
$3.97K ﹤0.01%
158
1100
$3.94K ﹤0.01%
105
42 43
44
45 46