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
1276
$1.03K ﹤0.01%
33
1277
$1K ﹤0.01%
11
-1
1278
$984 ﹤0.01%
40
1279
$944 ﹤0.01%
75
1280
$920 ﹤0.01%
59
-48
1281
$905 ﹤0.01%
+62
1282
$892 ﹤0.01%
13
+6
1283
$892 ﹤0.01%
8
1284
$891 ﹤0.01%
44
1285
$884 ﹤0.01%
36
1286
$813 ﹤0.01%
+217
1287
$799 ﹤0.01%
11
1288
$784 ﹤0.01%
27
+2
1289
$775 ﹤0.01%
5
1290
$775 ﹤0.01%
+18
1291
$758 ﹤0.01%
43
1292
$748 ﹤0.01%
57
1293
$724 ﹤0.01%
18
+1
1294
$686 ﹤0.01%
68
1295
$570 ﹤0.01%
32
1296
$564 ﹤0.01%
50
-55
1297
$523 ﹤0.01%
7
1298
$474 ﹤0.01%
25
1299
$460 ﹤0.01%
2,000
1300
$446 ﹤0.01%
35
50 51
52
53 54