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
1151
$2.69K ﹤0.01%
36
1152
$2.66K ﹤0.01%
18
1153
$2.64K ﹤0.01%
+13
1154
$2.6K ﹤0.01%
446
-293
1155
$2.59K ﹤0.01%
164
-10
1156
$2.55K ﹤0.01%
20
1157
$2.49K ﹤0.01%
22
-34
1158
$2.38K ﹤0.01%
+178
1159
$2.37K ﹤0.01%
40
1160
$2.33K ﹤0.01%
1,000
1161
$2.31K ﹤0.01%
13
+2
1162
$2.28K ﹤0.01%
40
-5,095
1163
$2.25K ﹤0.01%
70
1164
$2.23K ﹤0.01%
23
1165
$2.2K ﹤0.01%
71
1166
$2.17K ﹤0.01%
12
1167
$2.15K ﹤0.01%
83
1168
$2.15K ﹤0.01%
48
1169
$2.11K ﹤0.01%
11
1170
$2.11K ﹤0.01%
73
1171
$2.1K ﹤0.01%
32
1172
$2.08K ﹤0.01%
15
1173
$2.07K ﹤0.01%
25
1174
$2.05K ﹤0.01%
+24
1175
$2.01K ﹤0.01%
30
45 46
47
48 49