WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$9.65M
2
+$5.89M
3
+$5.74M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.67M
5
SUI icon
Sun Communities
SUI
+$4.64M

Top Sells

1
+$5.4M
2
+$5.14M
3
+$4.94M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$3.31M
5
MPWR icon
Monolithic Power Systems
MPWR
+$2.79M

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
901
$13.2K ﹤0.01%
+331
902
$13.2K ﹤0.01%
248
903
$13.2K ﹤0.01%
517
904
$13.1K ﹤0.01%
2,820
905
$12.9K ﹤0.01%
600
906
$12.9K ﹤0.01%
2,625
907
$12.9K ﹤0.01%
40
908
$12.9K ﹤0.01%
+750
909
$12.9K ﹤0.01%
341
910
$12.8K ﹤0.01%
987
911
$12.7K ﹤0.01%
298
912
$12.7K ﹤0.01%
330
913
$12.7K ﹤0.01%
775
914
$12.7K ﹤0.01%
145
+143
915
$12.6K ﹤0.01%
199
916
$12.4K ﹤0.01%
+145
917
$12.4K ﹤0.01%
446
+230
918
$12.2K ﹤0.01%
1,000
919
$12.1K ﹤0.01%
210
920
$12K ﹤0.01%
210
-6
921
$11.9K ﹤0.01%
350
922
$11.8K ﹤0.01%
165
923
$11.8K ﹤0.01%
323
+256
924
$11.6K ﹤0.01%
1,000
925
$11.6K ﹤0.01%
53
35 36
37
38 39