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
651
$55.9K ﹤0.01%
245
652
$55.1K ﹤0.01%
574
653
$54.6K ﹤0.01%
648
+37
654
$54.5K ﹤0.01%
687
655
$53.8K ﹤0.01%
247
-8,901
656
$53.8K ﹤0.01%
1,647
657
$53.1K ﹤0.01%
3,050
-32
658
$52.6K ﹤0.01%
1,170
659
$52.6K ﹤0.01%
754
660
$52.4K ﹤0.01%
227
+3
661
$52.3K ﹤0.01%
673
+48
662
$52.2K ﹤0.01%
+110
663
$52.2K ﹤0.01%
857
+854
664
$51.8K ﹤0.01%
233
665
$51.7K ﹤0.01%
1,335
666
$51.7K ﹤0.01%
17,517
+2,789
667
$51.1K ﹤0.01%
1,100
668
$50.3K ﹤0.01%
480
669
$50.1K ﹤0.01%
1,357
670
$50K ﹤0.01%
508
671
$49.9K ﹤0.01%
474
+95
672
$49.6K ﹤0.01%
1,616
-8
673
$49.1K ﹤0.01%
22,325
674
$48.8K ﹤0.01%
251
-19
675
$48.8K ﹤0.01%
795
+450
25 26
27
28 29