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
1226
$2.35K ﹤0.01%
61
1227
$2.34K ﹤0.01%
55
1228
$2.31K ﹤0.01%
105
1229
$2.29K ﹤0.01%
27
1230
$2.18K ﹤0.01%
220
1231
$2.16K ﹤0.01%
12
1232
$2.16K ﹤0.01%
7
1233
$2.15K ﹤0.01%
+242
1234
$2.09K ﹤0.01%
50
1235
$2.09K ﹤0.01%
+80
1236
$2.09K ﹤0.01%
18
-28
1237
$2.09K ﹤0.01%
36
1238
$2.08K ﹤0.01%
30
1239
$2.01K ﹤0.01%
78
1240
$1.97K ﹤0.01%
54
1241
$1.94K ﹤0.01%
15
+1
1242
$1.92K ﹤0.01%
8
1243
$1.89K ﹤0.01%
45
1244
$1.86K ﹤0.01%
198
-4
1245
$1.85K ﹤0.01%
20
1246
$1.84K ﹤0.01%
300
1247
$1.78K ﹤0.01%
17
1248
$1.68K ﹤0.01%
100
1249
$1.65K ﹤0.01%
56
+1
1250
$1.65K ﹤0.01%
158
-51
48 49
50
51 52