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
1076
$2.56K ﹤0.01%
220
1077
$2.56K ﹤0.01%
274
-20
1078
$2.54K ﹤0.01%
110
1079
$2.5K ﹤0.01%
+78
1080
$2.46K ﹤0.01%
1,000
1081
$2.44K ﹤0.01%
60
1082
$2.42K ﹤0.01%
+32
1083
$2.34K ﹤0.01%
+77
1084
$2.29K ﹤0.01%
40
1085
$2.28K ﹤0.01%
20
1086
$2.28K ﹤0.01%
+342
1087
$2.24K ﹤0.01%
+7
1088
$2.23K ﹤0.01%
89
1089
$2.19K ﹤0.01%
+44
1090
$2.19K ﹤0.01%
34
1091
$2.17K ﹤0.01%
33
+30
1092
$2.15K ﹤0.01%
+51
1093
$2.1K ﹤0.01%
11
1094
$2.06K ﹤0.01%
600
1095
$2.04K ﹤0.01%
112
1096
$2.03K ﹤0.01%
85
1097
$2.01K ﹤0.01%
45
-794
1098
$2K ﹤0.01%
+54
1099
$1.92K ﹤0.01%
+74
1100
$1.92K ﹤0.01%
+20
42 43
44
45 46