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
1176
$2K ﹤0.01%
13
1177
$1.97K ﹤0.01%
+91
1178
$1.97K ﹤0.01%
19
1179
$1.95K ﹤0.01%
7
1180
$1.93K ﹤0.01%
20
1181
$1.87K ﹤0.01%
62
1182
$1.83K ﹤0.01%
22
1183
$1.75K ﹤0.01%
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1184
$1.71K ﹤0.01%
13
1185
$1.69K ﹤0.01%
2,000
1186
$1.59K ﹤0.01%
+63
1187
$1.5K ﹤0.01%
28
-107
1188
$1.49K ﹤0.01%
100
1189
$1.47K ﹤0.01%
291
1190
$1.47K ﹤0.01%
51
1191
$1.47K ﹤0.01%
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1192
$1.43K ﹤0.01%
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1193
$1.4K ﹤0.01%
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1194
$1.39K ﹤0.01%
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1195
$1.38K ﹤0.01%
42
1196
$1.37K ﹤0.01%
16
1197
$1.33K ﹤0.01%
15
1198
$1.27K ﹤0.01%
20
-191
1199
$1.25K ﹤0.01%
312
1200
$1.24K ﹤0.01%
36
46 47
48
49 50