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
1001
$6.47K ﹤0.01%
394
-14
1002
$6.44K ﹤0.01%
237
1003
$6.36K ﹤0.01%
366
-7,441
1004
$6.14K ﹤0.01%
115
+18
1005
$6.12K ﹤0.01%
75
1006
$6.08K ﹤0.01%
80
1007
$6.08K ﹤0.01%
120
-30
1008
$6K ﹤0.01%
+25
1009
$5.89K ﹤0.01%
42
-4
1010
$5.79K ﹤0.01%
+129
1011
$5.79K ﹤0.01%
+476
1012
$5.6K ﹤0.01%
140
1013
$5.46K ﹤0.01%
159
1014
$5.4K ﹤0.01%
+52
1015
$5.37K ﹤0.01%
103
-43
1016
$5.36K ﹤0.01%
118
1017
$5.18K ﹤0.01%
+160
1018
$5.18K ﹤0.01%
+53
1019
$5.11K ﹤0.01%
175
1020
$5K ﹤0.01%
+58
1021
$4.85K ﹤0.01%
200
1022
$4.72K ﹤0.01%
30
1023
$4.55K ﹤0.01%
51
1024
$4.54K ﹤0.01%
+46
1025
$4.48K ﹤0.01%
525
-50
39 40
41
42 43