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
701
$61.3K ﹤0.01%
1,507
702
$61K ﹤0.01%
1,687
-1
703
$60.8K ﹤0.01%
225
+1
704
$60.7K ﹤0.01%
924
705
$60.4K ﹤0.01%
400
706
$60.2K ﹤0.01%
575
+193
707
$60K ﹤0.01%
1,380
+348
708
$59.9K ﹤0.01%
11,200
709
$59.6K ﹤0.01%
245
710
$59.4K ﹤0.01%
841
711
$59.4K ﹤0.01%
912
712
$59.3K ﹤0.01%
1,113
713
$58.9K ﹤0.01%
649
-692
714
$58.8K ﹤0.01%
186
+120
715
$58.7K ﹤0.01%
1,102
-22
716
$58.5K ﹤0.01%
201
+155
717
$58K ﹤0.01%
172
718
$57.6K ﹤0.01%
800
719
$57.6K ﹤0.01%
645
720
$57.6K ﹤0.01%
1,490
+1,248
721
$57.4K ﹤0.01%
576
722
$57.4K ﹤0.01%
2,211
723
$57.4K ﹤0.01%
675
-41
724
$57.3K ﹤0.01%
7
725
$57K ﹤0.01%
2,500
27 28
29
30 31