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
576
$88.5K ﹤0.01%
30,000
-62
577
$88.2K ﹤0.01%
4,166
578
$87.9K ﹤0.01%
4,800
579
$87.1K ﹤0.01%
1,900
580
$86.1K ﹤0.01%
2,450
-3
581
$84.8K ﹤0.01%
1,136
-138
582
$84.5K ﹤0.01%
255
583
$83.5K ﹤0.01%
644
-929
584
$82.6K ﹤0.01%
1,400
585
$82.4K ﹤0.01%
1,426
+1,368
586
$81.5K ﹤0.01%
3,550
587
$81.3K ﹤0.01%
1,032
+384
588
$81.3K ﹤0.01%
5,904
+2,027
589
$81K ﹤0.01%
60
590
$80K ﹤0.01%
+2,790
591
$79.8K ﹤0.01%
800
592
$79.2K ﹤0.01%
905
593
$78.7K ﹤0.01%
2,220
594
$77.7K ﹤0.01%
1,005
+775
595
$77.3K ﹤0.01%
+1,476
596
$76.9K ﹤0.01%
7,474
597
$76.5K ﹤0.01%
1,785
598
$76.2K ﹤0.01%
1,190
599
$75.7K ﹤0.01%
1,773
600
$75.4K ﹤0.01%
1,243
22 23
24
25 26