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
1026
$4.34K ﹤0.01%
394
1027
$4.31K ﹤0.01%
+44
1028
$4.31K ﹤0.01%
145
1029
$4.28K ﹤0.01%
47
1030
$4.28K ﹤0.01%
134
+74
1031
$4.12K ﹤0.01%
+313
1032
$3.99K ﹤0.01%
60
1033
$3.99K ﹤0.01%
68
1034
$3.96K ﹤0.01%
+81
1035
$3.96K ﹤0.01%
+68
1036
$3.89K ﹤0.01%
+158
1037
$3.84K ﹤0.01%
80
1038
$3.75K ﹤0.01%
+23
1039
$3.72K ﹤0.01%
+65
1040
$3.72K ﹤0.01%
330
+148
1041
$3.61K ﹤0.01%
110
-18
1042
$3.61K ﹤0.01%
40
1043
$3.6K ﹤0.01%
70
+4
1044
$3.57K ﹤0.01%
4,200
1045
$3.55K ﹤0.01%
22
-387
1046
$3.53K ﹤0.01%
60
1047
$3.45K ﹤0.01%
232
1048
$3.45K ﹤0.01%
71
+5
1049
$3.43K ﹤0.01%
110
1050
$3.42K ﹤0.01%
50
40 41
42
43 44