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
926
$11.5K ﹤0.01%
98
+32
927
$11.4K ﹤0.01%
400
928
$11.2K ﹤0.01%
482
+48
929
$11.1K ﹤0.01%
185
930
$11.1K ﹤0.01%
552
931
$11K ﹤0.01%
+685
932
$10.9K ﹤0.01%
680
933
$10.8K ﹤0.01%
118
+13
934
$10.8K ﹤0.01%
100
935
$10.8K ﹤0.01%
140
936
$10.8K ﹤0.01%
211
937
$10.7K ﹤0.01%
115
938
$10.6K ﹤0.01%
+495
939
$10.6K ﹤0.01%
587
940
$10.4K ﹤0.01%
206
941
$10.4K ﹤0.01%
115
-3
942
$10.2K ﹤0.01%
+57
943
$10.2K ﹤0.01%
695
944
$10.2K ﹤0.01%
90
945
$10.1K ﹤0.01%
445
946
$9.89K ﹤0.01%
220
-235
947
$9.89K ﹤0.01%
134
+31
948
$9.83K ﹤0.01%
+72
949
$9.78K ﹤0.01%
580
+27
950
$9.68K ﹤0.01%
+525
36 37
38
39 40