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
126
$4.5M 0.18%
10,488
-34
127
$4.49M 0.18%
11,971
+20
128
$4.45M 0.18%
11,134
-739
129
$4.43M 0.17%
69,782
+15,049
130
$4.41M 0.17%
65,538
-3,333
131
$4.38M 0.17%
51,012
-48
132
$4.16M 0.16%
29,507
-308
133
$4.14M 0.16%
22,072
+99
134
$4.12M 0.16%
48,243
-181
135
$4.1M 0.16%
19,806
+73
136
$4.05M 0.16%
224,013
-2,946
137
$4.04M 0.16%
11,653
-1,369
138
$4.03M 0.16%
81,444
-14,988
139
$3.88M 0.15%
23,098
+337
140
$3.87M 0.15%
114,525
+25,641
141
$3.87M 0.15%
16,440
-762
142
$3.76M 0.15%
58,112
+49,101
143
$3.69M 0.15%
15,452
-103
144
$3.68M 0.15%
19,951
-895
145
$3.63M 0.14%
6,060
-370
146
$3.54M 0.14%
53,729
-2,173
147
$3.52M 0.14%
39,686
-1,755
148
$3.43M 0.14%
45,657
-5,799
149
$3.43M 0.14%
75,401
-114
150
$3.37M 0.13%
64,591
-4,170
4 5
6
7 8