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
1201
$3.04K ﹤0.01%
7
-10
1202
$3.03K ﹤0.01%
40
1203
$3.01K ﹤0.01%
58
1204
$2.98K ﹤0.01%
44
1205
$2.94K ﹤0.01%
31
1206
$2.93K ﹤0.01%
15
1207
$2.77K ﹤0.01%
36
1208
$2.75K ﹤0.01%
165
-398
1209
$2.71K ﹤0.01%
153
1210
$2.66K ﹤0.01%
175
1211
$2.64K ﹤0.01%
12
1212
$2.63K ﹤0.01%
111
-5
1213
$2.62K ﹤0.01%
102
-1
1214
$2.61K ﹤0.01%
70
1215
$2.61K ﹤0.01%
30
1216
$2.56K ﹤0.01%
60
1217
$2.56K ﹤0.01%
75
1218
$2.54K ﹤0.01%
84
1219
$2.54K ﹤0.01%
32
1220
$2.53K ﹤0.01%
7
1221
$2.48K ﹤0.01%
90
1222
$2.47K ﹤0.01%
+91
1223
$2.47K ﹤0.01%
68
1224
$2.45K ﹤0.01%
91
1225
$2.43K ﹤0.01%
11
47 48
49
50 51