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
1151
$733 ﹤0.01%
78
1152
$716 ﹤0.01%
17
1153
$714 ﹤0.01%
68
1154
$663 ﹤0.01%
27
1155
$648 ﹤0.01%
24
1156
$603 ﹤0.01%
96
1157
$490 ﹤0.01%
84
1158
$441 ﹤0.01%
81
1159
$436 ﹤0.01%
55
1160
$432 ﹤0.01%
24
1161
$413 ﹤0.01%
31
1162
$406 ﹤0.01%
+25
1163
$374 ﹤0.01%
11
1164
$370 ﹤0.01%
10
1165
$337 ﹤0.01%
135
-425
1166
$293 ﹤0.01%
83
1167
$180 ﹤0.01%
3
1168
$178 ﹤0.01%
5
1169
$177 ﹤0.01%
34
1170
$147 ﹤0.01%
40
1171
$127 ﹤0.01%
3
1172
$104 ﹤0.01%
11
-31
1173
$83 ﹤0.01%
4
1174
– –
0
1175
$34 ﹤0.01%
+4
45 46
47
48 49