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
451
$223K 0.01%
3,804
452
$221K 0.01%
1,667
+1,015
453
$220K 0.01%
1,405
454
$218K 0.01%
650
+20
455
$217K 0.01%
1,684
+22
456
$217K 0.01%
1,964
+18
457
$217K 0.01%
1,551
+11
458
$213K 0.01%
1,504
459
$211K 0.01%
22,235
-5,498
460
$207K 0.01%
2,405
+11
461
$203K 0.01%
2,550
462
$203K 0.01%
7,175
463
$203K 0.01%
+15,962
464
$199K 0.01%
3,041
-12
465
$197K 0.01%
4,831
+574
466
$196K 0.01%
3,698
467
$196K 0.01%
8,755
-2,200
468
$195K 0.01%
8,256
-70
469
$194K 0.01%
2,600
-100
470
$191K 0.01%
5,818
+88
471
$189K 0.01%
1,500
472
$188K 0.01%
6,382
+96
473
$183K 0.01%
1,059
+7
474
$180K 0.01%
3,536
+34
475
$175K 0.01%
2,839
17 18
19
20 21