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
251
$1.39M 0.04%
26,167
-781
252
$1.37M 0.04%
4,141
-197
253
$1.33M 0.04%
+63,125
254
$1.32M 0.04%
23,979
-2,451
255
$1.27M 0.04%
5,965
-2
256
$1.26M 0.04%
12,975
257
$1.26M 0.04%
986
+20
258
$1.26M 0.04%
9,198
-3,040
259
$1.25M 0.03%
762
+93
260
$1.23M 0.03%
7,313
+420
261
$1.23M 0.03%
7,475
262
$1.22M 0.03%
19,276
-1,709
263
$1.22M 0.03%
13,920
+632
264
$1.2M 0.03%
6,589
-341
265
$1.19M 0.03%
18,749
266
$1.18M 0.03%
25,500
267
$1.17M 0.03%
9,662
+500
268
$1.1M 0.03%
9,350
+102
269
$1.1M 0.03%
5,950
270
$1.09M 0.03%
39,489
+23,752
271
$1.09M 0.03%
10,000
272
$1.08M 0.03%
2,468
+56
273
$1.07M 0.03%
15,229
-62
274
$1.07M 0.03%
2,778
+139
275
$1.07M 0.03%
13,824
-580
9 10
11
12 13