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
526
$120K ﹤0.01%
167
+55
527
$120K ﹤0.01%
2,646
-2
528
$117K ﹤0.01%
2,121
+74
529
$117K ﹤0.01%
1,360
530
$116K ﹤0.01%
2,712
531
$116K ﹤0.01%
1,651
-12
532
$116K ﹤0.01%
341
-115
533
$115K ﹤0.01%
1,795
+68
534
$113K ﹤0.01%
1,000
535
$113K ﹤0.01%
2,908
+65
536
$112K ﹤0.01%
533
+74
537
$112K ﹤0.01%
1,506
538
$111K ﹤0.01%
1,305
-826
539
$111K ﹤0.01%
1,593
540
$111K ﹤0.01%
2,639
-167
541
$111K ﹤0.01%
3,362
+235
542
$110K ﹤0.01%
1,935
543
$110K ﹤0.01%
428
-52
544
$110K ﹤0.01%
13,300
545
$109K ﹤0.01%
1,400
546
$109K ﹤0.01%
2,171
547
$109K ﹤0.01%
4,110
548
$109K ﹤0.01%
656
+13
549
$108K ﹤0.01%
880
550
$108K ﹤0.01%
2,221
+210
20 21
22
23 24