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
901
$24.2K ﹤0.01%
580
902
$24.2K ﹤0.01%
199
-1
903
$24.1K ﹤0.01%
998
-186
904
$24.1K ﹤0.01%
630
905
$23.9K ﹤0.01%
988
+180
906
$23.9K ﹤0.01%
1,034
907
$23.8K ﹤0.01%
225
908
$23.7K ﹤0.01%
139
909
$23.7K ﹤0.01%
424
910
$23.6K ﹤0.01%
+1,062
911
$23.3K ﹤0.01%
287
912
$23.2K ﹤0.01%
1,152
913
$23.1K ﹤0.01%
40
914
$22.9K ﹤0.01%
+99
915
$22.8K ﹤0.01%
962
916
$22.8K ﹤0.01%
490
-248
917
$22.7K ﹤0.01%
482
+71
918
$22.6K ﹤0.01%
129
919
$22.5K ﹤0.01%
330
-31
920
$22.4K ﹤0.01%
253
+65
921
$22.2K ﹤0.01%
+984
922
$22.2K ﹤0.01%
196
923
$21.9K ﹤0.01%
124
924
$21.8K ﹤0.01%
174
+32
925
$21.8K ﹤0.01%
583
35 36
37
38 39