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
351
$459K 0.02%
7,839
352
$458K 0.02%
2,790
-219
353
$447K 0.02%
7,875
354
$446K 0.02%
4,343
+769
355
$443K 0.02%
3,371
-356
356
$432K 0.02%
2,075
357
$431K 0.02%
2,021
358
$428K 0.02%
3,385
-883
359
$424K 0.02%
9,080
-5,645
360
$424K 0.02%
5,764
-10,096
361
$410K 0.02%
3,380
+2,080
362
$408K 0.02%
3,177
+809
363
$408K 0.02%
6,580
364
$406K 0.02%
4,856
365
$405K 0.02%
13,360
+80
366
$404K 0.02%
1,771
-325
367
$403K 0.02%
2,730
368
$400K 0.02%
611
+148
369
$395K 0.02%
5,000
370
$390K 0.02%
6,145
+29
371
$386K 0.02%
1,646
372
$385K 0.02%
49,271
373
$381K 0.02%
5,093
+473
374
$380K 0.02%
2,116
+386
375
$375K 0.01%
10,606
+131
13 14
15
16 17