WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$9.65M
2
+$5.89M
3
+$5.74M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.67M
5
SUI icon
Sun Communities
SUI
+$4.64M

Top Sells

1
+$5.4M
2
+$5.14M
3
+$4.94M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$3.31M
5
MPWR icon
Monolithic Power Systems
MPWR
+$2.79M

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
476
$169K 0.01%
10,486
-9,530
477
$168K 0.01%
1,340
+44
478
$164K 0.01%
1,432
-167
479
$163K 0.01%
2,908
-3,158
480
$161K 0.01%
1,523
481
$160K 0.01%
2,500
482
$158K 0.01%
14,217
+3,757
483
$158K 0.01%
2,493
+12
484
$157K 0.01%
646
+15
485
$157K 0.01%
685
+12
486
$156K 0.01%
3,056
+40
487
$153K 0.01%
6,361
-2,985
488
$150K 0.01%
4,821
489
$150K 0.01%
3,600
490
$149K 0.01%
3,200
491
$149K 0.01%
2,355
-16
492
$148K 0.01%
4,232
493
$146K 0.01%
1,765
+13
494
$146K 0.01%
3,656
-9,320
495
$145K 0.01%
4,102
496
$144K 0.01%
498
-340
497
$144K 0.01%
2,250
498
$142K 0.01%
8,880
+4,248
499
$141K 0.01%
3,765
+65
500
$141K 0.01%
2,144
18 19
20
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