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
101
$6.11M 0.24%
74,693
-3,402
102
$6.08M 0.24%
230,146
-11,064
103
$5.96M 0.24%
47,678
-850
104
$5.88M 0.23%
55,706
-20,106
105
$5.84M 0.23%
148,291
-9,847
106
$5.83M 0.23%
86,212
+1,094
107
$5.83M 0.23%
58,165
-25,983
108
$5.8M 0.23%
38,169
-137
109
$5.8M 0.23%
23,358
+51
110
$5.7M 0.22%
101,340
+6,180
111
$5.66M 0.22%
58,957
-229
112
$5.61M 0.22%
37,942
-97
113
$5.46M 0.22%
35,804
+290
114
$5.44M 0.21%
25,988
-3,580
115
$5.41M 0.21%
13,906
+378
116
$5.33M 0.21%
263,148
+59,238
117
$5.32M 0.21%
53,658
-603
118
$5.22M 0.21%
19,893
-51
119
$5.04M 0.2%
12,972
-56
120
$4.81M 0.19%
74,199
-3,776
121
$4.75M 0.19%
27,787
-245
122
$4.63M 0.18%
37,586
+24,077
123
$4.63M 0.18%
26,363
-1,549
124
$4.57M 0.18%
69,596
-4,334
125
$4.52M 0.18%
34,075
+10
3 4
5
6 7