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
$4.07B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$9.35M
3
+$8.86M
4
CEG icon
Constellation Energy
CEG
+$8.65M
5
MSFT icon
Microsoft
MSFT
+$6.76M

Top Sells

1
+$8.29M
2
+$8.19M
3
+$7.71M
4
ABNB icon
Airbnb
ABNB
+$6.77M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$4.86M

Sector Composition

1 Technology 25.83%
2 Financials 11.04%
3 Consumer Discretionary 7.51%
4 Healthcare 7.05%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$90.4K ﹤0.01%
3,575
627
$89.2K ﹤0.01%
461
+391
628
$88.7K ﹤0.01%
1,867
+840
629
$87.7K ﹤0.01%
1,157
+3
630
$87.6K ﹤0.01%
1,722
631
$87.2K ﹤0.01%
442
632
$86.9K ﹤0.01%
1,993
-51,852
633
$86.6K ﹤0.01%
1,219
634
$86.5K ﹤0.01%
224
+39
635
$86.4K ﹤0.01%
750
636
$86.3K ﹤0.01%
558
637
$86.2K ﹤0.01%
778
+114
638
$86.1K ﹤0.01%
787
639
$85.6K ﹤0.01%
1,172
-120
640
$85.6K ﹤0.01%
1,470
641
$85.5K ﹤0.01%
800
642
$84.2K ﹤0.01%
1,540
643
$84.1K ﹤0.01%
118
-49
644
$84K ﹤0.01%
715
645
$83.8K ﹤0.01%
932
+39
646
$83.3K ﹤0.01%
598
647
$82.8K ﹤0.01%
1,379
648
$82.5K ﹤0.01%
1,021
649
$81.2K ﹤0.01%
1,099
650
$80.6K ﹤0.01%
2,865
-293
24 25
26
27 28