WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$9.65M
2
+$5.89M
3
+$5.74M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.67M
5
SUI icon
Sun Communities
SUI
+$4.64M

Top Sells

1
+$5.4M
2
+$5.14M
3
+$4.94M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$3.31M
5
MPWR icon
Monolithic Power Systems
MPWR
+$2.79M

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
726
$35.9K ﹤0.01%
1,008
+69
727
$35.9K ﹤0.01%
571
-4
728
$35.9K ﹤0.01%
2,500
729
$35.9K ﹤0.01%
1,045
730
$35.8K ﹤0.01%
366
-2,966
731
$35.6K ﹤0.01%
5,601
732
$35.4K ﹤0.01%
3,838
733
$35.4K ﹤0.01%
556
-1,365
734
$34.9K ﹤0.01%
2,057
-13,188
735
$34.8K ﹤0.01%
546
+46
736
$34.2K ﹤0.01%
+1,306
737
$34K ﹤0.01%
980
738
$34K ﹤0.01%
5,000
739
$33.8K ﹤0.01%
2,090
740
$33.7K ﹤0.01%
552
741
$33.3K ﹤0.01%
2,006
742
$33.2K ﹤0.01%
3,859
+859
743
$33.1K ﹤0.01%
755
744
$33.1K ﹤0.01%
153
-50
745
$33K ﹤0.01%
433
+379
746
$33K ﹤0.01%
892
747
$32.8K ﹤0.01%
385
748
$32.5K ﹤0.01%
+1,357
749
$32.5K ﹤0.01%
768
750
$32.1K ﹤0.01%
440
28 29
30
31 32