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
776
$28.5K ﹤0.01%
348
+342
777
$28.5K ﹤0.01%
1,576
778
$28.3K ﹤0.01%
227
+47
779
$28.2K ﹤0.01%
110
780
$28.1K ﹤0.01%
153
781
$28K ﹤0.01%
342
782
$27.8K ﹤0.01%
2,500
783
$27.7K ﹤0.01%
367
+44
784
$27.7K ﹤0.01%
+243
785
$27.5K ﹤0.01%
1,000
786
$27.5K ﹤0.01%
125
787
$27.5K ﹤0.01%
1,603
788
$27.1K ﹤0.01%
1,233
789
$26.9K ﹤0.01%
600
790
$26.7K ﹤0.01%
1,920
791
$26.2K ﹤0.01%
249
+60
792
$26.2K ﹤0.01%
561
+295
793
$26K ﹤0.01%
+5,164
794
$25.9K ﹤0.01%
+868
795
$25.9K ﹤0.01%
107
+47
796
$25.8K ﹤0.01%
180
797
$25.8K ﹤0.01%
+6,347
798
$25.8K ﹤0.01%
335
799
$25.7K ﹤0.01%
501
800
$25.7K ﹤0.01%
360
+20
30 31
32
33 34