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
976
$7.58K ﹤0.01%
130
977
$7.54K ﹤0.01%
22
+21
978
$7.51K ﹤0.01%
254
979
$7.49K ﹤0.01%
+246
980
$7.42K ﹤0.01%
270
981
$7.41K ﹤0.01%
349
982
$7.37K ﹤0.01%
36
983
$7.25K ﹤0.01%
53
+25
984
$7.25K ﹤0.01%
137
985
$7.23K ﹤0.01%
513
+434
986
$7.23K ﹤0.01%
90
987
$7.22K ﹤0.01%
303
-486
988
$7.07K ﹤0.01%
150
989
$7.02K ﹤0.01%
83
990
$7.01K ﹤0.01%
65
991
$6.95K ﹤0.01%
100
-70
992
$6.8K ﹤0.01%
24
+1
993
$6.77K ﹤0.01%
+189
994
$6.75K ﹤0.01%
116
995
$6.73K ﹤0.01%
278
-291
996
$6.68K ﹤0.01%
2,000
997
$6.57K ﹤0.01%
217
998
$6.53K ﹤0.01%
271
999
$6.52K ﹤0.01%
80
1000
$6.5K ﹤0.01%
263
38 39
40
41 42