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
751
$31.9K ﹤0.01%
1,190
-26,441
752
$31.6K ﹤0.01%
635
753
$31.3K ﹤0.01%
500
754
$31.1K ﹤0.01%
1,135
755
$30.9K ﹤0.01%
1,145
+406
756
$30.7K ﹤0.01%
541
+31
757
$30.2K ﹤0.01%
245
758
$30.2K ﹤0.01%
580
+300
759
$30.1K ﹤0.01%
257
+24
760
$30.1K ﹤0.01%
918
-13
761
$30K ﹤0.01%
2,703
-387
762
$30K ﹤0.01%
94
+13
763
$29.8K ﹤0.01%
973
764
$29.6K ﹤0.01%
821
765
$29.6K ﹤0.01%
287
766
$29.6K ﹤0.01%
169
+12
767
$29.5K ﹤0.01%
877
-938
768
$29.5K ﹤0.01%
759
+380
769
$29.5K ﹤0.01%
266
-4,733
770
$29.5K ﹤0.01%
+842
771
$29.4K ﹤0.01%
70
772
$29.4K ﹤0.01%
+924
773
$29.4K ﹤0.01%
882
774
$29.2K ﹤0.01%
400
775
$28.6K ﹤0.01%
1,000
-303
29 30
31
32 33