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
801
$39.2K ﹤0.01%
580
802
$39.2K ﹤0.01%
358
803
$39.1K ﹤0.01%
791
804
$38.9K ﹤0.01%
407
805
$38.9K ﹤0.01%
4,943
806
$38.7K ﹤0.01%
205
807
$38.7K ﹤0.01%
504
808
$38.4K ﹤0.01%
1,175
809
$38.3K ﹤0.01%
1,190
810
$38.3K ﹤0.01%
1,148
+390
811
$38.1K ﹤0.01%
1,045
812
$37.9K ﹤0.01%
400
813
$37.6K ﹤0.01%
217
-4
814
$37.2K ﹤0.01%
1,507
815
$37.1K ﹤0.01%
335
-4
816
$36.7K ﹤0.01%
30
-18
817
$36K ﹤0.01%
287
+42
818
$36K ﹤0.01%
232
819
$35.7K ﹤0.01%
401
820
$35.7K ﹤0.01%
342
821
$35.4K ﹤0.01%
837
822
$35.3K ﹤0.01%
512
823
$35.3K ﹤0.01%
2,869
824
$34.8K ﹤0.01%
518
-160
825
$34.6K ﹤0.01%
69
31 32
33
34 35