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
651
$79.2K ﹤0.01%
307
+18
652
$78.6K ﹤0.01%
1,476
653
$77.9K ﹤0.01%
600
+400
654
$77.3K ﹤0.01%
2,707
655
$76.8K ﹤0.01%
28,252
656
$76.2K ﹤0.01%
4,166
657
$75.8K ﹤0.01%
441
658
$75.6K ﹤0.01%
894
659
$75.5K ﹤0.01%
2,233
+417
660
$75.2K ﹤0.01%
218
661
$74.9K ﹤0.01%
1,000
-3
662
$74.6K ﹤0.01%
631
-37
663
$74.4K ﹤0.01%
1,117
-54
664
$73.5K ﹤0.01%
1,469
+183
665
$73.5K ﹤0.01%
547
666
$72.9K ﹤0.01%
510
667
$72.4K ﹤0.01%
1,009
-27
668
$71.4K ﹤0.01%
3,327
-101
669
$70.9K ﹤0.01%
692
670
$70.6K ﹤0.01%
1,911
671
$70.1K ﹤0.01%
687
672
$69.2K ﹤0.01%
618
673
$69.2K ﹤0.01%
448
-272
674
$69.1K ﹤0.01%
1,180
-8
675
$68.7K ﹤0.01%
550
25 26
27
28 29