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
$3.6B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,312
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.66M
3
+$5.48M
4
ABNB icon
Airbnb
ABNB
+$4.84M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$4.01M

Top Sells

1
+$9.44M
2
+$9.26M
3
+$6.08M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.83M
5
STE icon
Steris
STE
+$4.9M

Sector Composition

1 Technology 26.07%
2 Financials 9.72%
3 Healthcare 8.16%
4 Consumer Discretionary 7.43%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.83M 0.05%
76,535
-16,358
227
$1.83M 0.05%
9,398
-854
228
$1.81M 0.05%
6,971
-1,079
229
$1.75M 0.05%
29,471
+1,143
230
$1.74M 0.05%
11,756
-266
231
$1.72M 0.05%
17,911
-422
232
$1.66M 0.05%
6,505
-331
233
$1.65M 0.05%
+9,597
234
$1.64M 0.05%
27,185
235
$1.59M 0.04%
22,052
+934
236
$1.59M 0.04%
13,907
-556
237
$1.58M 0.04%
17,235
-18
238
$1.57M 0.04%
39,792
-119
239
$1.55M 0.04%
6,622
-767
240
$1.53M 0.04%
11,072
-1,174
241
$1.51M 0.04%
11,979
-1,871
242
$1.51M 0.04%
31,942
243
$1.49M 0.04%
8,151
244
$1.48M 0.04%
77,492
-2,661
245
$1.47M 0.04%
13,531
+518
246
$1.47M 0.04%
19,921
-945
247
$1.45M 0.04%
5,636
-200
248
$1.42M 0.04%
19,765
-435
249
$1.42M 0.04%
3,035
-149
250
$1.39M 0.04%
42,846
-8,070
8 9
10
11 12