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
1251
$254 ﹤0.01%
15
1252
$226 ﹤0.01%
10
-23
1253
$226 ﹤0.01%
3
1254
$212 ﹤0.01%
13
1255
$205 ﹤0.01%
10
1256
$194 ﹤0.01%
10
1257
$190 ﹤0.01%
11
1258
$157 ﹤0.01%
8
1259
$139 ﹤0.01%
25
1260
$125 ﹤0.01%
4
-7
1261
$107 ﹤0.01%
4
1262
$106 ﹤0.01%
7
1263
$91 ﹤0.01%
3
1264
$88 ﹤0.01%
33
1265
$73 ﹤0.01%
6
1266
$69 ﹤0.01%
1
1267
$63 ﹤0.01%
1
1268
$51 ﹤0.01%
12
1269
$44 ﹤0.01%
4
1270
$37 ﹤0.01%
+1
1271
$29 ﹤0.01%
2
1272
$27 ﹤0.01%
4
1273
$21 ﹤0.01%
1
1274
$12 ﹤0.01%
1
1275
$7 ﹤0.01%
31
49 50
51
52 53