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
826
$22.5K ﹤0.01%
280
-2
827
$22.4K ﹤0.01%
376
-526
828
$22.2K ﹤0.01%
735
+389
829
$22.2K ﹤0.01%
+9
830
$21.6K ﹤0.01%
798
+410
831
$21.5K ﹤0.01%
+166
832
$21.4K ﹤0.01%
150
833
$21.3K ﹤0.01%
400
834
$21.2K ﹤0.01%
102
835
$21.1K ﹤0.01%
386
836
$21K ﹤0.01%
+301
837
$20.9K ﹤0.01%
440
838
$20.9K ﹤0.01%
902
+228
839
$20.5K ﹤0.01%
+196
840
$20.4K ﹤0.01%
269
-7
841
$20.3K ﹤0.01%
1,524
-120
842
$20.1K ﹤0.01%
1,034
843
$19.8K ﹤0.01%
1,000
844
$19.6K ﹤0.01%
287
845
$19.6K ﹤0.01%
310
+57
846
$19.1K ﹤0.01%
232
847
$18.9K ﹤0.01%
+614
848
$18.8K ﹤0.01%
871
849
$18.8K ﹤0.01%
10,000
850
$18.7K ﹤0.01%
743
32 33
34
35 36