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
426
$266K 0.01%
9,917
+62
427
$266K 0.01%
2,356
+28
428
$263K 0.01%
9,521
-1,654
429
$258K 0.01%
1,383
+16
430
$258K 0.01%
7,758
+7,654
431
$256K 0.01%
6,539
+201
432
$255K 0.01%
2,091
+309
433
$255K 0.01%
1,101
-293
434
$253K 0.01%
4,400
435
$251K 0.01%
8,510
-6,810
436
$250K 0.01%
1,779
437
$249K 0.01%
4,950
-250
438
$247K 0.01%
3,007
439
$246K 0.01%
529
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440
$243K 0.01%
1,377
+12
441
$242K 0.01%
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442
$240K 0.01%
471
443
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3,770
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444
$234K 0.01%
3,617
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445
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7,100
446
$229K 0.01%
15,354
447
$228K 0.01%
7,063
-535
448
$227K 0.01%
1,670
449
$226K 0.01%
112
-54
450
$224K 0.01%
7,235
16 17
18
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