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
876
$15.8K ﹤0.01%
319
-3,613
877
$15.7K ﹤0.01%
270
878
$15.7K ﹤0.01%
194
+72
879
$15.7K ﹤0.01%
278
880
$15.7K ﹤0.01%
546
881
$15.3K ﹤0.01%
76
882
$15K ﹤0.01%
+75
883
$14.9K ﹤0.01%
175
884
$14.8K ﹤0.01%
400
885
$14.7K ﹤0.01%
+179
886
$14.6K ﹤0.01%
175
887
$14.6K ﹤0.01%
1,886
888
$14.5K ﹤0.01%
43
889
$14.5K ﹤0.01%
600
890
$14.3K ﹤0.01%
1,358
891
$14.3K ﹤0.01%
15,881
892
$14.3K ﹤0.01%
245
893
$14.2K ﹤0.01%
201
894
$14.1K ﹤0.01%
358
-22
895
$14.1K ﹤0.01%
1,648
+1
896
$14K ﹤0.01%
195
897
$13.9K ﹤0.01%
50
898
$13.8K ﹤0.01%
750
899
$13.5K ﹤0.01%
+358
900
$13.3K ﹤0.01%
217