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
$2.54B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,227
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$5.86M
3
+$5.79M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.71M
5
SUI icon
Sun Communities
SUI
+$4.85M

Top Sells

1
+$5.54M
2
+$5.04M
3
+$4.92M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$3.31M
5
MPWR icon
Monolithic Power Systems
MPWR
+$2.75M

Sector Composition

1 Technology 18.13%
2 Healthcare 10.27%
3 Financials 9.75%
4 Consumer Discretionary 7.02%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.66M 0.07%
17,037
-1,095
227
$1.65M 0.07%
+16,091
228
$1.64M 0.06%
5,879
+161
229
$1.63M 0.06%
3,343
-20
230
$1.63M 0.06%
8,623
+249
231
$1.62M 0.06%
6,571
+489
232
$1.61M 0.06%
13,642
+324
233
$1.59M 0.06%
10,053
+53
234
$1.58M 0.06%
4,762
+36
235
$1.57M 0.06%
31,228
+262
236
$1.55M 0.06%
19,758
-192
237
$1.53M 0.06%
43,596
+1,001
238
$1.52M 0.06%
14,002
+228
239
$1.51M 0.06%
30,885
240
$1.44M 0.06%
95,583
+5,241
241
$1.41M 0.06%
28,032
-124
242
$1.41M 0.06%
4,054
+139
243
$1.38M 0.05%
8,754
-396
244
$1.36M 0.05%
7,398
-361
245
$1.35M 0.05%
8,337
+6
246
$1.34M 0.05%
6,992
-200
247
$1.32M 0.05%
2,428
-181
248
$1.31M 0.05%
31,713
-572
249
$1.28M 0.05%
60,587
-27,152
250
$1.25M 0.05%
9,769
-475
8 9
10
11 12