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
176
$3.79M 0.08%
47,465
+199
177
$3.71M 0.08%
42,878
-2,833
178
$3.67M 0.08%
32,147
+665
179
$3.66M 0.08%
+53,907
180
$3.6M 0.08%
27,472
181
$3.59M 0.08%
82,155
-5,549
182
$3.58M 0.08%
103,063
+101,752
183
$3.56M 0.08%
282,727
+279,200
184
$3.46M 0.07%
137,913
+564
185
$3.44M 0.07%
32,342
-1,876
186
$3.37M 0.07%
12,947
-171
187
$3.2M 0.07%
63,284
+1,864
188
$3.18M 0.07%
29,607
189
$3.01M 0.06%
20,806
-2,239
190
$3M 0.06%
21,054
191
$3M 0.06%
20,551
-65
192
$2.98M 0.06%
11,821
+62
193
$2.97M 0.06%
20,984
-1,690
194
$2.96M 0.06%
60,176
-1,315
195
$2.93M 0.06%
32,025
-12,047
196
$2.93M 0.06%
6,033
-1
197
$2.92M 0.06%
7,396
+2,820
198
$2.9M 0.06%
9,970
+55
199
$2.86M 0.06%
24,467
+96
200
$2.85M 0.06%
100,233
-1,524
6 7
8
9 10