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
501
$140K 0.01%
564
-500
502
$139K 0.01%
4,865
503
$139K 0.01%
2,753
+543
504
$139K 0.01%
2,900
505
$138K 0.01%
5,737
506
$137K 0.01%
13,552
-715
507
$134K 0.01%
1,599
+6
508
$133K 0.01%
2,309
-45
509
$132K 0.01%
1,136
510
$132K 0.01%
2,825
+43
511
$131K 0.01%
1,584
512
$130K 0.01%
6,762
513
$130K 0.01%
1,759
-744
514
$129K 0.01%
1,560
+264
515
$128K 0.01%
+1,800
516
$128K 0.01%
1,662
+60
517
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2,735
518
$127K 0.01%
4,550
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519
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1,771
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520
$126K 0.01%
6,517
-401
521
$125K ﹤0.01%
7,920
-12,317
522
$125K ﹤0.01%
837
+68
523
$123K ﹤0.01%
2,965
+160
524
$122K ﹤0.01%
420
+22
525
$121K ﹤0.01%
2,625
+86
19 20
21
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