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
1176
$3.8K ﹤0.01%
+109
1177
$3.78K ﹤0.01%
166
1178
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50
1179
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1180
$3.72K ﹤0.01%
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1181
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1182
$3.64K ﹤0.01%
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1183
$3.63K ﹤0.01%
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1184
$3.58K ﹤0.01%
107
+15
1185
$3.57K ﹤0.01%
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1186
$3.53K ﹤0.01%
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1187
$3.53K ﹤0.01%
100
1188
$3.52K ﹤0.01%
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1189
$3.49K ﹤0.01%
41
1190
$3.45K ﹤0.01%
46
1191
$3.29K ﹤0.01%
833
-833
1192
$3.23K ﹤0.01%
110
1193
$3.2K ﹤0.01%
89
1194
$3.19K ﹤0.01%
+201
1195
$3.17K ﹤0.01%
48
1196
$3.17K ﹤0.01%
27
1197
$3.16K ﹤0.01%
71
1198
$3.11K ﹤0.01%
1,000
1199
$3.08K ﹤0.01%
112
1200
$3.07K ﹤0.01%
17
46 47
48
49 50