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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$9.65M
2
+$5.89M
3
+$5.74M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.67M
5
SUI icon
Sun Communities
SUI
+$4.64M

Top Sells

1
+$5.4M
2
+$5.14M
3
+$4.94M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$3.31M
5
MPWR icon
Monolithic Power Systems
MPWR
+$2.79M

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
1201
– –
-8
1202
– –
-1,226
1203
– –
-626
1204
– –
-114
1205
– –
-167
1206
– –
-358
1207
– –
-225
1208
– –
-1,812
1209
– –
-104
1210
– –
-1,771
1211
– –
-3,485
1212
– –
-140
1213
– –
-16
1214
– –
-250
1215
– –
-2,257
1216
– –
-315
1217
– –
-4,425
1218
– –
-177
1219
– –
-4
1220
– –
-49,551
1221
– –
-1,000
1222
– –
-175
1223
– –
-1
1224
– –
-781
1225
– –
-11
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