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
1126
$3.34K ﹤0.01%
33
-9
1127
$3.33K ﹤0.01%
13
1128
$3.29K ﹤0.01%
110
1129
$3.22K ﹤0.01%
249
+170
1130
$3.22K ﹤0.01%
32
1131
$3.2K ﹤0.01%
+24
1132
$3.19K ﹤0.01%
31
-43
1133
$3.13K ﹤0.01%
44
1134
$3.12K ﹤0.01%
30
1135
$3.1K ﹤0.01%
12
1136
$3.06K ﹤0.01%
+335
1137
$3.06K ﹤0.01%
+58
1138
$3.01K ﹤0.01%
76
-4
1139
$3K ﹤0.01%
12
1140
$3K ﹤0.01%
54
+27
1141
$2.98K ﹤0.01%
68
1142
$2.94K ﹤0.01%
104
-90
1143
$2.94K ﹤0.01%
60
1144
$2.91K ﹤0.01%
75
1145
$2.89K ﹤0.01%
30
+11
1146
$2.83K ﹤0.01%
+110
1147
$2.8K ﹤0.01%
83
-4
1148
$2.8K ﹤0.01%
+542
1149
$2.76K ﹤0.01%
153
1150
$2.73K ﹤0.01%
175
44 45
46
47 48