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
751
$51.8K ﹤0.01%
1,118
-8
752
$51.4K ﹤0.01%
489
+155
753
$51.4K ﹤0.01%
4,550
-1,930
754
$51.1K ﹤0.01%
+2,745
755
$50.5K ﹤0.01%
10,000
756
$50K ﹤0.01%
586
+8
757
$49.6K ﹤0.01%
443
+60
758
$49.1K ﹤0.01%
336
-4
759
$49K ﹤0.01%
954
+109
760
$48.9K ﹤0.01%
1,299
-949
761
$48.7K ﹤0.01%
1,771
762
$48.6K ﹤0.01%
600
763
$48.5K ﹤0.01%
2,559
+59
764
$48.3K ﹤0.01%
267
+81
765
$48.3K ﹤0.01%
1,881
+195
766
$48K ﹤0.01%
330
767
$47.6K ﹤0.01%
1,282
768
$47.6K ﹤0.01%
335
-59
769
$47.5K ﹤0.01%
700
770
$46.7K ﹤0.01%
888
-4
771
$46.5K ﹤0.01%
500
772
$46.1K ﹤0.01%
75
+33
773
$45.8K ﹤0.01%
182
774
$45.7K ﹤0.01%
1,575
775
$45.5K ﹤0.01%
511
-392
29 30
31
32 33