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
401
$313K 0.01%
7,120
402
$309K 0.01%
604
+31
403
$307K 0.01%
3,042
+104
404
$307K 0.01%
5,614
+23
405
$305K 0.01%
3,935
+325
406
$303K 0.01%
1,801
+277
407
$302K 0.01%
2,080
-32
408
$301K 0.01%
3,061
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409
$300K 0.01%
3,150
-324
410
$300K 0.01%
964
+29
411
$295K 0.01%
3,482
+307
412
$290K 0.01%
2,141
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413
$288K 0.01%
1,812
414
$285K 0.01%
4,985
+58
415
$285K 0.01%
1,386
-737
416
$284K 0.01%
7,656
+2,488
417
$283K 0.01%
2,045
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418
$281K 0.01%
23,594
-2,289
419
$280K 0.01%
2,000
420
$277K 0.01%
4,708
421
$274K 0.01%
2,757
-25
422
$273K 0.01%
3,522
+54
423
$273K 0.01%
24,642
+2,670
424
$270K 0.01%
11,135
-2,300
425
$268K 0.01%
8,668
+2,175
15 16
17
18 19