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
1101
$7.5K ﹤0.01%
25
1102
$7.5K ﹤0.01%
405
1103
$7.46K ﹤0.01%
476
1104
$7.26K ﹤0.01%
103
1105
$7.25K ﹤0.01%
250
1106
$7.23K ﹤0.01%
+148
1107
$7.22K ﹤0.01%
35
1108
$7.13K ﹤0.01%
25
1109
$7.09K ﹤0.01%
28
1110
$7K ﹤0.01%
271
1111
$6.86K ﹤0.01%
168
1112
$6.86K ﹤0.01%
105
1113
$6.84K ﹤0.01%
46
1114
$6.78K ﹤0.01%
80
1115
$6.76K ﹤0.01%
75
+16
1116
$6.7K ﹤0.01%
138
1117
$6.68K ﹤0.01%
60
1118
$6.66K ﹤0.01%
110
1119
$6.6K ﹤0.01%
+181
1120
$6.58K ﹤0.01%
73
1121
$6.43K ﹤0.01%
87
-59
1122
$6.22K ﹤0.01%
+167
1123
$6.12K ﹤0.01%
+82
1124
$5.9K ﹤0.01%
72
1125
$5.9K ﹤0.01%
159
43 44
45
46 47