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
1251
$1.65K ﹤0.01%
145
1252
$1.65K ﹤0.01%
+7
1253
$1.62K ﹤0.01%
68
-28
1254
$1.61K ﹤0.01%
+19
1255
$1.6K ﹤0.01%
19
1256
$1.58K ﹤0.01%
19
-1
1257
$1.54K ﹤0.01%
89
1258
$1.53K ﹤0.01%
30
1259
$1.53K ﹤0.01%
16
1260
$1.49K ﹤0.01%
16
1261
$1.49K ﹤0.01%
15
1262
$1.49K ﹤0.01%
28
1263
$1.45K ﹤0.01%
37
+1
1264
$1.42K ﹤0.01%
772
1265
$1.4K ﹤0.01%
80
1266
$1.39K ﹤0.01%
15
1267
$1.27K ﹤0.01%
11
+2
1268
$1.24K ﹤0.01%
336
-7
1269
$1.24K ﹤0.01%
13
1270
$1.2K ﹤0.01%
12
1271
$1.13K ﹤0.01%
+14
1272
$1.12K ﹤0.01%
16
1273
$1.08K ﹤0.01%
134
1274
$1.08K ﹤0.01%
30
1275
$1.05K ﹤0.01%
15
49 50
51
52 53