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
626
$63.4K ﹤0.01%
2,500
-5,000
627
$63.3K ﹤0.01%
89
-756
628
$63.3K ﹤0.01%
1,543
+1,292
629
$63.2K ﹤0.01%
3,575
630
$62.9K ﹤0.01%
711
+19
631
$62.6K ﹤0.01%
1,280
632
$62.4K ﹤0.01%
500
633
$62.1K ﹤0.01%
1,543
634
$61.9K ﹤0.01%
3,440
-10,667
635
$61.8K ﹤0.01%
595
636
$61.2K ﹤0.01%
724
+47
637
$60.4K ﹤0.01%
458
+4
638
$60.3K ﹤0.01%
410
639
$58.9K ﹤0.01%
1,421
+502
640
$58.8K ﹤0.01%
715
641
$58.2K ﹤0.01%
3,730
642
$58K ﹤0.01%
1,931
643
$57.7K ﹤0.01%
5,079
-3,216
644
$57.5K ﹤0.01%
1,025
-5,378
645
$57.1K ﹤0.01%
1,894
+1
646
$57K ﹤0.01%
633
647
$57K ﹤0.01%
661
648
$56.6K ﹤0.01%
2,136
-205
649
$56.5K ﹤0.01%
1,383
650
$56.2K ﹤0.01%
130
-1
24 25
26
27 28