WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
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
+$25M
2
+$8.85M
3
+$8.63M
4
CEG icon
Constellation Energy
CEG
+$7.76M
5
ET icon
Energy Transfer Partners
ET
+$6.92M

Top Sells

1
+$8M
2
+$7.64M
3
+$6.61M
4
AMD icon
Advanced Micro Devices
AMD
+$6.47M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$4.33M

Sector Composition

1 Technology 25.83%
2 Financials 11.04%
3 Consumer Discretionary 7.51%
4 Healthcare 7.05%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$27.4K ﹤0.01%
175
877
$27.2K ﹤0.01%
422
-85
878
$27.1K ﹤0.01%
225
879
$26.6K ﹤0.01%
82
-20
880
$26.5K ﹤0.01%
509
881
$26.3K ﹤0.01%
1,115
882
$26.2K ﹤0.01%
271
883
$26.2K ﹤0.01%
125
884
$26.1K ﹤0.01%
97
+34
885
$26.1K ﹤0.01%
842
886
$26.1K ﹤0.01%
+141
887
$25.6K ﹤0.01%
101
-84
888
$25.4K ﹤0.01%
+192
889
$25.4K ﹤0.01%
1,094
-1,004
890
$25.1K ﹤0.01%
954
+10
891
$25K ﹤0.01%
1,240
+239
892
$24.9K ﹤0.01%
109
893
$24.8K ﹤0.01%
771
+10
894
$24.6K ﹤0.01%
405
+125
895
$24.6K ﹤0.01%
202
896
$24.6K ﹤0.01%
168
897
$24.5K ﹤0.01%
450
898
$24.4K ﹤0.01%
1,000
899
$24.4K ﹤0.01%
1,224
-200
900
$24.4K ﹤0.01%
1,901
34 35
36
37 38