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
801
$25.4K ﹤0.01%
102
+16
802
$25.3K ﹤0.01%
1,416
-3
803
$25.1K ﹤0.01%
400
804
$25K ﹤0.01%
750
-512
805
$24.9K ﹤0.01%
1,161
+114
806
$24.7K ﹤0.01%
298
+26
807
$24.7K ﹤0.01%
477
808
$24.4K ﹤0.01%
246
-2
809
$24.1K ﹤0.01%
513
-3,385
810
$24K ﹤0.01%
86
811
$23.8K ﹤0.01%
1,384
+1,084
812
$23.7K ﹤0.01%
+407
813
$23.4K ﹤0.01%
98
814
$23.4K ﹤0.01%
350
815
$23.3K ﹤0.01%
710
816
$23.2K ﹤0.01%
+569
817
$23.2K ﹤0.01%
600
818
$23.2K ﹤0.01%
669
+46
819
$23.1K ﹤0.01%
915
-28
820
$22.9K ﹤0.01%
683
+48
821
$22.8K ﹤0.01%
79
+7
822
$22.8K ﹤0.01%
469
+22
823
$22.8K ﹤0.01%
330
-1,211
824
$22.8K ﹤0.01%
30
825
$22.5K ﹤0.01%
+761
31 32
33
34 35