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
1201
$1.23K ﹤0.01%
30
1202
$1.23K ﹤0.01%
71
1203
$1.22K ﹤0.01%
57
1204
$1.21K ﹤0.01%
21
1205
$1.2K ﹤0.01%
31
1206
$1.18K ﹤0.01%
+62
1207
$1.18K ﹤0.01%
55
1208
$1.16K ﹤0.01%
28
1209
$1.15K ﹤0.01%
10
1210
$1.13K ﹤0.01%
5
1211
$1.1K ﹤0.01%
8
1212
$1.07K ﹤0.01%
+34
1213
$1.05K ﹤0.01%
62
1214
$981 ﹤0.01%
23
1215
$963 ﹤0.01%
20
1216
$945 ﹤0.01%
75
1217
$931 ﹤0.01%
11
1218
$908 ﹤0.01%
86
1219
$892 ﹤0.01%
5
1220
$875 ﹤0.01%
12
1221
$865 ﹤0.01%
25
1222
$865 ﹤0.01%
68
1223
$851 ﹤0.01%
+3
1224
$828 ﹤0.01%
5
1225
$827 ﹤0.01%
11
47 48
49
50 51