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
551
$107K ﹤0.01%
1,435
-4
552
$106K ﹤0.01%
1,561
-1,998
553
$106K ﹤0.01%
782
554
$105K ﹤0.01%
2,480
-50
555
$105K ﹤0.01%
1,124
556
$104K ﹤0.01%
776
+123
557
$102K ﹤0.01%
1,611
558
$102K ﹤0.01%
6,130
559
$102K ﹤0.01%
904
+692
560
$102K ﹤0.01%
1,659
+54
561
$100K ﹤0.01%
16,060
562
$100K ﹤0.01%
979
+20
563
$99.9K ﹤0.01%
4,357
564
$99.5K ﹤0.01%
2,303
-889
565
$98.4K ﹤0.01%
1,142
+363
566
$98K ﹤0.01%
4,140
-5,569
567
$97.8K ﹤0.01%
705
568
$96.9K ﹤0.01%
346
-1
569
$95.8K ﹤0.01%
487
-190
570
$95.6K ﹤0.01%
4,632
-73
571
$92.9K ﹤0.01%
1,677
-30
572
$92.8K ﹤0.01%
11,892
+903
573
$92.1K ﹤0.01%
8,304
-1,000
574
$90.6K ﹤0.01%
2,960
575
$89K ﹤0.01%
1,666
-375
21 22
23
24 25