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
926
$21.7K ﹤0.01%
600
-933
927
$21.6K ﹤0.01%
242
+68
928
$21.6K ﹤0.01%
251
929
$21.6K ﹤0.01%
64
+59
930
$21.5K ﹤0.01%
1,620
931
$21.5K ﹤0.01%
+1,023
932
$21.3K ﹤0.01%
222
933
$21.2K ﹤0.01%
192
-44
934
$21.1K ﹤0.01%
503
935
$21K ﹤0.01%
467
+262
936
$21K ﹤0.01%
100
937
$20.9K ﹤0.01%
80
938
$20.8K ﹤0.01%
1,597
939
$20.7K ﹤0.01%
184
940
$20.7K ﹤0.01%
+992
941
$20.3K ﹤0.01%
121
942
$20.1K ﹤0.01%
500
943
$20K ﹤0.01%
135
944
$19.9K ﹤0.01%
968
+136
945
$19.9K ﹤0.01%
151
946
$19.8K ﹤0.01%
325
947
$19.6K ﹤0.01%
634
+609
948
$19.5K ﹤0.01%
485
949
$19.4K ﹤0.01%
183
950
$19.4K ﹤0.01%
+1,268