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
1051
$3.34K ﹤0.01%
41
+38
1052
$3.26K ﹤0.01%
113
1053
$3.26K ﹤0.01%
208
+66
1054
$3.24K ﹤0.01%
70
1055
$3.21K ﹤0.01%
500
1056
$3.2K ﹤0.01%
+131
1057
$3.12K ﹤0.01%
137
1058
$3.09K ﹤0.01%
236
-12
1059
$3.07K ﹤0.01%
+66
1060
$3.07K ﹤0.01%
65
-18
1061
$3.04K ﹤0.01%
2,000
1062
$3.02K ﹤0.01%
+27
1063
$2.96K ﹤0.01%
166
1064
$2.82K ﹤0.01%
+82
1065
$2.81K ﹤0.01%
41
-609
1066
$2.71K ﹤0.01%
69
-3,538
1067
$2.71K ﹤0.01%
+151
1068
$2.69K ﹤0.01%
+19
1069
$2.69K ﹤0.01%
41
1070
$2.68K ﹤0.01%
+116
1071
$2.67K ﹤0.01%
+17
1072
$2.64K ﹤0.01%
+570
1073
$2.62K ﹤0.01%
+15
1074
$2.58K ﹤0.01%
+10
1075
$2.57K ﹤0.01%
+197
41 42
43
44 45