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
1076
$9.13K ﹤0.01%
+462
1077
$9.13K ﹤0.01%
300
1078
$9.06K ﹤0.01%
115
1079
$9.03K ﹤0.01%
+642
1080
$8.96K ﹤0.01%
+265
1081
$8.66K ﹤0.01%
420
1082
$8.66K ﹤0.01%
309
1083
$8.48K ﹤0.01%
+82
1084
$8.47K ﹤0.01%
65
1085
$8.46K ﹤0.01%
500
1086
$8.46K ﹤0.01%
130
1087
$8.42K ﹤0.01%
164
+17
1088
$8.37K ﹤0.01%
358
+47
1089
$8.34K ﹤0.01%
206
1090
$8.33K ﹤0.01%
25
1091
$8.25K ﹤0.01%
174
1092
$8.17K ﹤0.01%
+231
1093
$8.16K ﹤0.01%
22
1094
$8.13K ﹤0.01%
+124
1095
$8.04K ﹤0.01%
115
1096
$7.95K ﹤0.01%
+132
1097
$7.79K ﹤0.01%
358
1098
$7.66K ﹤0.01%
135
1099
$7.59K ﹤0.01%
146
1100
$7.58K ﹤0.01%
37
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