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
1126
$1.38K ﹤0.01%
85
1127
$1.36K ﹤0.01%
11
-594
1128
$1.34K ﹤0.01%
+12
1129
$1.28K ﹤0.01%
50
1130
$1.25K ﹤0.01%
+16
1131
$1.24K ﹤0.01%
100
1132
$1.23K ﹤0.01%
+13
1133
$1.19K ﹤0.01%
15
1134
$1.18K ﹤0.01%
30
1135
$1.17K ﹤0.01%
23
1136
$1.15K ﹤0.01%
33
+3
1137
$1.13K ﹤0.01%
23
1138
$1.06K ﹤0.01%
28
1139
$1.04K ﹤0.01%
+75
1140
$1.04K ﹤0.01%
+13
1141
$1.03K ﹤0.01%
25
1142
$975 ﹤0.01%
43
1143
$929 ﹤0.01%
75
1144
$919 ﹤0.01%
14
-39
1145
$902 ﹤0.01%
36
-130
1146
$892 ﹤0.01%
100
1147
$884 ﹤0.01%
+16
1148
$883 ﹤0.01%
132
1149
$802 ﹤0.01%
14
1150
$783 ﹤0.01%
29
44 45
46
47 48