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
1101
$3.93K ﹤0.01%
54
1102
$3.9K ﹤0.01%
+75
1103
$3.89K ﹤0.01%
122
1104
$3.89K ﹤0.01%
167
+1
1105
$3.79K ﹤0.01%
3
1106
$3.78K ﹤0.01%
60
1107
$3.77K ﹤0.01%
27
-873
1108
$3.76K ﹤0.01%
45
1109
$3.74K ﹤0.01%
280
1110
$3.69K ﹤0.01%
65
1111
$3.67K ﹤0.01%
78
+30
1112
$3.67K ﹤0.01%
12
1113
$3.66K ﹤0.01%
30
1114
$3.59K ﹤0.01%
15
1115
$3.56K ﹤0.01%
76
1116
$3.56K ﹤0.01%
55
-3
1117
$3.5K ﹤0.01%
51
1118
$3.46K ﹤0.01%
22
1119
$3.41K ﹤0.01%
+78
1120
$3.4K ﹤0.01%
+92
1121
$3.4K ﹤0.01%
89
1122
$3.4K ﹤0.01%
123
+3
1123
$3.38K ﹤0.01%
34
-812
1124
$3.35K ﹤0.01%
91
1125
$3.34K ﹤0.01%
46
43 44
45
46 47