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
851
$18.6K ﹤0.01%
1,666
-822
852
$18.5K ﹤0.01%
506
853
$18.4K ﹤0.01%
1,093
854
$18.1K ﹤0.01%
153
+34
855
$18.1K ﹤0.01%
600
856
$17.9K ﹤0.01%
451
+49
857
$17.6K ﹤0.01%
1,901
858
$17.5K ﹤0.01%
500
859
$17.3K ﹤0.01%
+354
860
$17.1K ﹤0.01%
143
861
$17.1K ﹤0.01%
58
862
$16.9K ﹤0.01%
269
863
$16.6K ﹤0.01%
99
-4
864
$16.5K ﹤0.01%
110
865
$16.4K ﹤0.01%
329
-4
866
$16.4K ﹤0.01%
186
-246
867
$16.4K ﹤0.01%
500
868
$16.3K ﹤0.01%
473
869
$16.1K ﹤0.01%
83
870
$16.1K ﹤0.01%
1,308
871
$16.1K ﹤0.01%
375
+32
872
$15.9K ﹤0.01%
150
873
$15.9K ﹤0.01%
412
874
$15.9K ﹤0.01%
+350
875
$15.9K ﹤0.01%
+225
33 34
35
36 37