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
1101
$1.91K ﹤0.01%
+12
1102
$1.88K ﹤0.01%
89
1103
$1.85K ﹤0.01%
+17
1104
$1.85K ﹤0.01%
85
1105
$1.83K ﹤0.01%
+20
1106
$1.79K ﹤0.01%
+14
1107
$1.79K ﹤0.01%
+67
1108
$1.75K ﹤0.01%
+11
1109
$1.74K ﹤0.01%
+9
1110
$1.73K ﹤0.01%
+13
1111
$1.69K ﹤0.01%
21
+13
1112
$1.68K ﹤0.01%
+32
1113
$1.66K ﹤0.01%
36
1114
$1.64K ﹤0.01%
+5
1115
$1.62K ﹤0.01%
80
1116
$1.61K ﹤0.01%
71
1117
$1.58K ﹤0.01%
+45
1118
$1.57K ﹤0.01%
65
1119
$1.57K ﹤0.01%
+133
1120
$1.56K ﹤0.01%
62
-25
1121
$1.55K ﹤0.01%
72
-17
1122
$1.48K ﹤0.01%
+60
1123
$1.44K ﹤0.01%
55
1124
$1.39K ﹤0.01%
+66
1125
$1.38K ﹤0.01%
27
43 44
45
46 47