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
276
$1.06M 0.03%
12,295
277
$1.06M 0.03%
17,926
-52,928
278
$1.05M 0.03%
133,089
-18,903
279
$1.04M 0.03%
10,785
280
$1.04M 0.03%
12,923
-705
281
$1.02M 0.03%
51,050
-3,000
282
$997K 0.03%
9,600
283
$979K 0.03%
5,327
-1
284
$977K 0.03%
12,412
-1,331
285
$970K 0.03%
6,451
286
$959K 0.03%
17,790
-196
287
$957K 0.03%
8,804
-40
288
$937K 0.03%
6,353
-13
289
$935K 0.03%
30,044
-1,260
290
$879K 0.02%
48,717
291
$872K 0.02%
24,173
+919
292
$870K 0.02%
3,235
293
$861K 0.02%
11,037
+1,293
294
$860K 0.02%
9,634
-626
295
$850K 0.02%
32,235
-14,573
296
$848K 0.02%
8,424
-3,027
297
$839K 0.02%
4,086
-1
298
$829K 0.02%
20,810
299
$823K 0.02%
31,000
300
$818K 0.02%
2,657
+153
10 11
12
13 14