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
1226
$824 ﹤0.01%
62
1227
$795 ﹤0.01%
28
1228
$794 ﹤0.01%
9
+3
1229
$768 ﹤0.01%
30
1230
$680 ﹤0.01%
111
1231
$662 ﹤0.01%
18
1232
$598 ﹤0.01%
+21
1233
$563 ﹤0.01%
50
1234
$538 ﹤0.01%
39
-280
1235
$521 ﹤0.01%
21
1236
$512 ﹤0.01%
55
1237
$508 ﹤0.01%
+14
1238
$505 ﹤0.01%
17
1239
$504 ﹤0.01%
14
1240
$452 ﹤0.01%
7
1241
$384 ﹤0.01%
2
-66
1242
$382 ﹤0.01%
14
-2,593
1243
$378 ﹤0.01%
44
1244
$367 ﹤0.01%
56
1245
$365 ﹤0.01%
23
1246
$330 ﹤0.01%
25
1247
$295 ﹤0.01%
38
1248
$282 ﹤0.01%
24
1249
$260 ﹤0.01%
5
1250
$256 ﹤0.01%
11
48 49
50
51 52