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
976
$16.9K ﹤0.01%
278
977
$16.9K ﹤0.01%
1,592
978
$16.8K ﹤0.01%
289
-1,275
979
$16.8K ﹤0.01%
7,141
980
$16.6K ﹤0.01%
165
981
$16.5K ﹤0.01%
1,358
982
$16.3K ﹤0.01%
582
+1
983
$16.3K ﹤0.01%
2,000
984
$16.2K ﹤0.01%
600
985
$16.2K ﹤0.01%
93
-16
986
$16.1K ﹤0.01%
350
987
$16.1K ﹤0.01%
223
+126
988
$16.1K ﹤0.01%
642
-9
989
$15.7K ﹤0.01%
+128
990
$15.7K ﹤0.01%
1,034
-712
991
$15.4K ﹤0.01%
325
992
$15.4K ﹤0.01%
301
993
$15.3K ﹤0.01%
+196
994
$15.2K ﹤0.01%
454
+46
995
$15.1K ﹤0.01%
569
996
$15K ﹤0.01%
+741
997
$14.9K ﹤0.01%
65
-159
998
$14.7K ﹤0.01%
378
999
$14.7K ﹤0.01%
157
+14
1000
$14.6K ﹤0.01%
233