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
251
$1.25M 0.05%
13,469
-54,067
252
$1.24M 0.05%
5,351
+25
253
$1.22M 0.05%
17,323
-409
254
$1.22M 0.05%
11,656
+234
255
$1.2M 0.05%
13,130
-1,400
256
$1.18M 0.05%
15,149
-1,666
257
$1.17M 0.05%
35,656
-741
258
$1.16M 0.05%
+6,576
259
$1.15M 0.05%
18,252
+650
260
$1.14M 0.04%
9,133
+158
261
$1.13M 0.04%
19,291
-44
262
$1.13M 0.04%
13,003
-576
263
$1.11M 0.04%
9,377
+391
264
$1.11M 0.04%
31,180
-1,559
265
$1.1M 0.04%
8,312
+1,665
266
$1.1M 0.04%
44,461
-888
267
$1.1M 0.04%
19,283
-970
268
$1.09M 0.04%
7,704
+1,146
269
$1.08M 0.04%
10,317
270
$1.08M 0.04%
3,557
-3,638
271
$1.08M 0.04%
6,197
-85
272
$1.06M 0.04%
7,804
273
$1.05M 0.04%
10,232
-252
274
$1.01M 0.04%
24,140
+880
275
$1.01M 0.04%
8,766
-2,947
9 10
11
12 13