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
101
$9.09M 0.19%
42,408
+1,365
102
$8.94M 0.19%
115,160
+452
103
$8.94M 0.19%
52,162
+407
104
$8.66M 0.18%
31,326
+1,221
105
$8.52M 0.18%
106,358
+2,418
106
$8.42M 0.18%
88,645
+399
107
$8.4M 0.18%
21,022
+145
108
$8.29M 0.18%
48,390
+281
109
$8.19M 0.17%
28,417
-589
110
$8.04M 0.17%
159,533
+3,566
111
$8.04M 0.17%
32,626
-411
112
$8.01M 0.17%
60,931
+373
113
$7.98M 0.17%
282,307
+625
114
$7.98M 0.17%
94,108
+396
115
$7.96M 0.17%
11,118
+145
116
$7.82M 0.17%
17,832
+189
117
$7.78M 0.17%
143,554
-154
118
$7.6M 0.16%
37,747
+174
119
$7.58M 0.16%
59,403
+3,166
120
$7.58M 0.16%
103,465
+17,930
121
$7.47M 0.16%
32,481
+237
122
$7.25M 0.15%
51,286
+221
123
$7.22M 0.15%
20,833
-184
124
$7.21M 0.15%
38,933
+100
125
$7.17M 0.15%
53,169
-8
3 4
5
6 7