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
326
$617K 0.02%
8,049
-2,451
327
$610K 0.02%
9,040
+1,820
328
$597K 0.02%
4,316
-705
329
$585K 0.02%
5,963
-238
330
$583K 0.02%
17,845
331
$580K 0.02%
3,477
332
$567K 0.02%
3,589
-25
333
$560K 0.02%
5,076
334
$559K 0.02%
4,083
+74
335
$550K 0.02%
9,185
336
$538K 0.02%
5,184
337
$538K 0.02%
14,412
-2
338
$533K 0.01%
4,006
+256
339
$529K 0.01%
1,801
-2
340
$527K 0.01%
9,938
-6,309
341
$527K 0.01%
6,276
-80
342
$527K 0.01%
696
+97
343
$510K 0.01%
4,299
-1,259
344
$505K 0.01%
2,202
+86
345
$505K 0.01%
8,854
-235
346
$492K 0.01%
7,006
-1,019
347
$483K 0.01%
7,875
348
$481K 0.01%
1,126
-40
349
$480K 0.01%
2,137
-39
350
$479K 0.01%
6,580
12 13
14
15 16