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
776
$45.2K ﹤0.01%
1,169
777
$44.9K ﹤0.01%
1,201
778
$44.5K ﹤0.01%
2,000
779
$44.4K ﹤0.01%
963
+36
780
$43.7K ﹤0.01%
90
-12
781
$43.5K ﹤0.01%
386
+254
782
$43.1K ﹤0.01%
972
783
$43K ﹤0.01%
743
784
$42.5K ﹤0.01%
701
785
$42.2K ﹤0.01%
713
-9
786
$42.1K ﹤0.01%
2,131
787
$42K ﹤0.01%
921
788
$42K ﹤0.01%
358
789
$41.8K ﹤0.01%
89
790
$41.7K ﹤0.01%
1,135
791
$41.7K ﹤0.01%
115
-38
792
$41.4K ﹤0.01%
1,302
-1,000
793
$41K ﹤0.01%
90
-2
794
$40.8K ﹤0.01%
+126
795
$40.7K ﹤0.01%
1,325
796
$40.4K ﹤0.01%
193
-170
797
$40.3K ﹤0.01%
1,000
798
$40.2K ﹤0.01%
504
-5
799
$40.1K ﹤0.01%
+263
800
$39.2K ﹤0.01%
410
-5
30 31
32
33 34