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
301
$812K 0.02%
5,087
-164
302
$800K 0.02%
26,948
-545
303
$776K 0.02%
5,494
-582
304
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3,500
-13
305
$760K 0.02%
44,733
-1,083
306
$758K 0.02%
10,707
+240
307
$752K 0.02%
2,826
308
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43,280
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309
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310
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311
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17,619
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312
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313
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314
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10,118
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315
$655K 0.02%
1,793
316
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540
319
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5,562
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320
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321
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322
$633K 0.02%
4,207
-28
323
$632K 0.02%
1,920
+73
324
$630K 0.02%
5,400
-1,263
325
$625K 0.02%
2,736
-472
11 12
13
14 15