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
726
$56.3K ﹤0.01%
1,243
727
$56.3K ﹤0.01%
900
728
$56.1K ﹤0.01%
987
-274
729
$55.9K ﹤0.01%
+342
730
$55.7K ﹤0.01%
720
-48
731
$55.6K ﹤0.01%
5,601
732
$55.4K ﹤0.01%
475
+214
733
$55K ﹤0.01%
2,264
-319
734
$54.8K ﹤0.01%
6,454
-2,388
735
$54.5K ﹤0.01%
635
736
$54.5K ﹤0.01%
1,718
737
$54.2K ﹤0.01%
1,710
-6
738
$53.9K ﹤0.01%
158
-168
739
$53.8K ﹤0.01%
209
-98
740
$53.5K ﹤0.01%
1,920
741
$53.3K ﹤0.01%
1,922
+132
742
$53.1K ﹤0.01%
1,000
743
$52.9K ﹤0.01%
860
744
$52.8K ﹤0.01%
286
+7
745
$52.7K ﹤0.01%
1,414
-11
746
$52.4K ﹤0.01%
2,608
+54
747
$52.4K ﹤0.01%
3,100
748
$52.3K ﹤0.01%
3,051
-5
749
$52.2K ﹤0.01%
1,212
750
$52.1K ﹤0.01%
1,000
28 29
30
31 32