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
701
$40.3K ﹤0.01%
10,000
702
$40.3K ﹤0.01%
1,136
703
$40K ﹤0.01%
1,001
+1,000
704
$39.9K ﹤0.01%
1,000
705
$39.7K ﹤0.01%
872
+458
706
$39.7K ﹤0.01%
444
707
$39K ﹤0.01%
437
+419
708
$38.8K ﹤0.01%
486
709
$38.8K ﹤0.01%
95
710
$38.8K ﹤0.01%
+1,028
711
$38.6K ﹤0.01%
2,000
712
$38.3K ﹤0.01%
725
713
$38.3K ﹤0.01%
415
714
$37.7K ﹤0.01%
1,111
715
$37.6K ﹤0.01%
5,000
716
$37.5K ﹤0.01%
3,800
717
$37.5K ﹤0.01%
763
718
$37.4K ﹤0.01%
658
719
$37.3K ﹤0.01%
1,169
+154
720
$37.3K ﹤0.01%
157
721
$37K ﹤0.01%
926
-2
722
$37K ﹤0.01%
669
723
$36.8K ﹤0.01%
717
+355
724
$36.8K ﹤0.01%
2,869
725
$36.7K ﹤0.01%
628
+33
27 28
29
30 31