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
601
$74.3K ﹤0.01%
800
602
$74.1K ﹤0.01%
507
603
$73.7K ﹤0.01%
735
604
$73.6K ﹤0.01%
1,400
-5
605
$72.6K ﹤0.01%
7,450
606
$72.5K ﹤0.01%
6,842
607
$71.2K ﹤0.01%
3,113
+1,116
608
$70.4K ﹤0.01%
2,093
+371
609
$70.2K ﹤0.01%
1,405
-306
610
$69.5K ﹤0.01%
2,003
+903
611
$69.4K ﹤0.01%
1,106
612
$69.4K ﹤0.01%
320
613
$69.2K ﹤0.01%
1,230
+434
614
$69.1K ﹤0.01%
1,322
615
$69K ﹤0.01%
10,753
616
$68.9K ﹤0.01%
1,148
+848
617
$67.7K ﹤0.01%
1,012
-3
618
$66.3K ﹤0.01%
800
619
$66.2K ﹤0.01%
309
+3
620
$65.5K ﹤0.01%
1,447
621
$64.7K ﹤0.01%
5,092
622
$64K ﹤0.01%
3,381
623
$63.9K ﹤0.01%
1,152
624
$63.7K ﹤0.01%
+193
625
$63.6K ﹤0.01%
300
-273
23 24
25
26 27