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
1126
$5.84K ﹤0.01%
325
1127
$5.65K ﹤0.01%
104
1128
$5.61K ﹤0.01%
561
1129
$5.58K ﹤0.01%
87
1130
$5.57K ﹤0.01%
237
-1,256
1131
$5.53K ﹤0.01%
53
1132
$5.52K ﹤0.01%
70
1133
$5.48K ﹤0.01%
157
1134
$5.43K ﹤0.01%
597
-83
1135
$5.39K ﹤0.01%
145
1136
$5.38K ﹤0.01%
150
1137
$5.32K ﹤0.01%
142
1138
$5.29K ﹤0.01%
93
1139
$5.28K ﹤0.01%
519
+66
1140
$5.21K ﹤0.01%
66
1141
$5.2K ﹤0.01%
100
1142
$5.18K ﹤0.01%
68
1143
$5.02K ﹤0.01%
218
1144
$5.01K ﹤0.01%
+16
1145
$4.98K ﹤0.01%
197
-27
1146
$4.98K ﹤0.01%
125
1147
$4.96K ﹤0.01%
103
1148
$4.79K ﹤0.01%
31
1149
$4.77K ﹤0.01%
99
1150
$4.73K ﹤0.01%
24
44 45
46
47 48