WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$11.2K ﹤0.01%
256
1052
$11.2K ﹤0.01%
143
-54
1053
$10.9K ﹤0.01%
402
-20
1054
$10.9K ﹤0.01%
255
-86
1055
$10.8K ﹤0.01%
158
1056
$10.7K ﹤0.01%
216
1057
$10.7K ﹤0.01%
130
1058
$10.5K ﹤0.01%
+2,482
1059
$10.4K ﹤0.01%
217
1060
$10.3K ﹤0.01%
+247
1061
$10.3K ﹤0.01%
220
1062
$10.3K ﹤0.01%
+31
1063
$10.2K ﹤0.01%
600
1064
$10K ﹤0.01%
246
+27
1065
$10K ﹤0.01%
482
1066
$9.94K ﹤0.01%
298
1067
$9.92K ﹤0.01%
200
1068
$9.86K ﹤0.01%
434
1069
$9.55K ﹤0.01%
90
1070
$9.37K ﹤0.01%
215
+142
1071
$9.37K ﹤0.01%
+55
1072
$9.36K ﹤0.01%
+105
1073
$9.22K ﹤0.01%
211
1074
$9.17K ﹤0.01%
298
1075
$9.14K ﹤0.01%
273
41 42
43
44 45