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
1151
$4.72K ﹤0.01%
38
-2
1152
$4.66K ﹤0.01%
85
1153
$4.66K ﹤0.01%
30
1154
$4.61K ﹤0.01%
34
1155
$4.58K ﹤0.01%
40
1156
$4.57K ﹤0.01%
53
+33
1157
$4.5K ﹤0.01%
216
+28
1158
$4.46K ﹤0.01%
118
1159
$4.43K ﹤0.01%
60
1160
$4.43K ﹤0.01%
291
1161
$4.43K ﹤0.01%
+28
1162
$4.31K ﹤0.01%
26
1163
$4.29K ﹤0.01%
14
1164
$4.29K ﹤0.01%
23
1165
$4.25K ﹤0.01%
83
1166
$4.25K ﹤0.01%
46
1167
$4.08K ﹤0.01%
19
1168
$4.06K ﹤0.01%
739
1169
$4K ﹤0.01%
32
1170
$3.98K ﹤0.01%
33
1171
$3.94K ﹤0.01%
667
1172
$3.93K ﹤0.01%
21
-15
1173
$3.84K ﹤0.01%
158
1174
$3.83K ﹤0.01%
124
1175
$3.8K ﹤0.01%
54
-32
45 46
47
48 49