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
951
$9.66K ﹤0.01%
3,553
-742
952
$9.65K ﹤0.01%
100
953
$9.64K ﹤0.01%
+166
954
$9.49K ﹤0.01%
482
955
$8.91K ﹤0.01%
58
-592
956
$8.82K ﹤0.01%
300
957
$8.75K ﹤0.01%
73
-757
958
$8.72K ﹤0.01%
275
+101
959
$8.7K ﹤0.01%
+58
960
$8.65K ﹤0.01%
+616
961
$8.61K ﹤0.01%
+439
962
$8.59K ﹤0.01%
598
963
$8.53K ﹤0.01%
125
964
$8.47K ﹤0.01%
1,332
965
$8.45K ﹤0.01%
252
966
$8.43K ﹤0.01%
500
-1,006
967
$8.3K ﹤0.01%
+109
968
$8.21K ﹤0.01%
734
+88
969
$8.16K ﹤0.01%
250
970
$8K ﹤0.01%
2,246
971
$7.97K ﹤0.01%
204
972
$7.9K ﹤0.01%
+985
973
$7.83K ﹤0.01%
83
-63
974
$7.74K ﹤0.01%
+102
975
$7.59K ﹤0.01%
250
37 38
39
40 41