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
676
$48.5K ﹤0.01%
252
+2
677
$47.9K ﹤0.01%
1,295
-50
678
$47.8K ﹤0.01%
1,072
+498
679
$46.9K ﹤0.01%
971
680
$46.6K ﹤0.01%
230
681
$46.6K ﹤0.01%
+469
682
$45.9K ﹤0.01%
320
+238
683
$45.5K ﹤0.01%
1,575
684
$45.4K ﹤0.01%
645
685
$45K ﹤0.01%
252
+16
686
$45K ﹤0.01%
454
687
$44.3K ﹤0.01%
546
-1,923
688
$43.8K ﹤0.01%
586
689
$43.4K ﹤0.01%
30
690
$43.3K ﹤0.01%
291
691
$43.1K ﹤0.01%
5,388
+756
692
$43K ﹤0.01%
463
+46
693
$42.6K ﹤0.01%
1,421
+1,201
694
$42.5K ﹤0.01%
2,382
+14
695
$42.5K ﹤0.01%
330
+201
696
$42.1K ﹤0.01%
500
697
$41.2K ﹤0.01%
74
698
$41K ﹤0.01%
607
-34
699
$40.5K ﹤0.01%
700
-1,303
700
$40.3K ﹤0.01%
394
-14
26 27
28
29 30