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
376
$368K 0.01%
10,746
+6,716
377
$364K 0.01%
2,677
-117
378
$361K 0.01%
3,613
379
$360K 0.01%
2,823
-1,156
380
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10,446
-68,571
381
$357K 0.01%
2,452
+22
382
$351K 0.01%
16,742
-3,297
383
$351K 0.01%
13,300
384
$347K 0.01%
5,996
385
$346K 0.01%
4,642
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386
$346K 0.01%
9,451
-98
387
$343K 0.01%
5,009
-50
388
$343K 0.01%
9,023
389
$341K 0.01%
7,484
-16
390
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12,399
-851
391
$331K 0.01%
28,071
-3,468
392
$331K 0.01%
+6,901
393
$329K 0.01%
2,864
-1,678
394
$327K 0.01%
6,350
395
$325K 0.01%
4,130
396
$324K 0.01%
13,338
397
$316K 0.01%
4,326
398
$314K 0.01%
5,520
399
$314K 0.01%
8,414
-797
400
$314K 0.01%
9,903
+54
14 15
16
17 18