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
951
$19.4K ﹤0.01%
417
952
$19.3K ﹤0.01%
167
953
$19.2K ﹤0.01%
+147
954
$19.2K ﹤0.01%
223
-415
955
$19.1K ﹤0.01%
600
956
$19K ﹤0.01%
606
957
$19K ﹤0.01%
1,428
-957
958
$19K ﹤0.01%
516
959
$18.9K ﹤0.01%
659
+148
960
$18.6K ﹤0.01%
538
961
$18.6K ﹤0.01%
131
962
$18.2K ﹤0.01%
1,377
-2,161
963
$18.1K ﹤0.01%
376
-19
964
$18K ﹤0.01%
125
965
$17.9K ﹤0.01%
+1,510
966
$17.6K ﹤0.01%
517
967
$17.6K ﹤0.01%
252
968
$17.6K ﹤0.01%
82
+58
969
$17.5K ﹤0.01%
105
970
$17.4K ﹤0.01%
440
971
$17.3K ﹤0.01%
245
972
$17.3K ﹤0.01%
241
-2
973
$17.3K ﹤0.01%
15,881
974
$17.1K ﹤0.01%
320
+20
975
$16.9K ﹤0.01%
183
-18
37 38
39
40 41