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
201
$1.96M 0.08%
39,422
-51
202
$1.95M 0.08%
16,767
203
$1.95M 0.08%
58,480
204
$1.95M 0.08%
71,388
-3,605
205
$1.93M 0.08%
18,276
-1,664
206
$1.92M 0.08%
32,641
-1,638
207
$1.9M 0.07%
15,055
208
$1.89M 0.07%
20,761
-1,040
209
$1.86M 0.07%
45,002
-2,506
210
$1.85M 0.07%
6,003
+12
211
$1.85M 0.07%
9,396
-6,249
212
$1.82M 0.07%
36,739
+4,969
213
$1.78M 0.07%
34,390
+15,309
214
$1.78M 0.07%
35,189
-1,774
215
$1.77M 0.07%
68,973
-24,010
216
$1.77M 0.07%
96,038
-4,703
217
$1.76M 0.07%
27,285
218
$1.75M 0.07%
59,632
219
$1.73M 0.07%
12,729
-87
220
$1.72M 0.07%
7,494
-5,928
221
$1.72M 0.07%
11,533
+41
222
$1.71M 0.07%
17,553
-9
223
$1.68M 0.07%
7,635
+791
224
$1.67M 0.07%
37,004
-108,841
225
$1.66M 0.07%
29,172
-1,360
7 8
9
10 11