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
826
$34.6K ﹤0.01%
1,490
+1
827
$34.4K ﹤0.01%
321
828
$34.3K ﹤0.01%
1,147
+423
829
$34.2K ﹤0.01%
567
830
$34.1K ﹤0.01%
168
+120
831
$34.1K ﹤0.01%
1,317
832
$33.8K ﹤0.01%
2,500
833
$33.6K ﹤0.01%
494
+94
834
$33.4K ﹤0.01%
2,240
-591
835
$33.2K ﹤0.01%
347
836
$33.2K ﹤0.01%
724
837
$33.1K ﹤0.01%
1,085
838
$33K ﹤0.01%
613
-11
839
$32.7K ﹤0.01%
809
-35
840
$32.7K ﹤0.01%
945
-30
841
$32.3K ﹤0.01%
564
842
$32.3K ﹤0.01%
817
843
$32.1K ﹤0.01%
1,233
844
$32.1K ﹤0.01%
322
+43
845
$32K ﹤0.01%
913
-3
846
$31.9K ﹤0.01%
447
847
$31.1K ﹤0.01%
166
848
$31K ﹤0.01%
673
-66
849
$30.9K ﹤0.01%
293
+25
850
$30.8K ﹤0.01%
359
32 33
34
35 36