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
351
$476K 0.01%
4,745
-1,045
352
$466K 0.01%
+8,809
353
$465K 0.01%
2,682
-110
354
$465K 0.01%
4,440
-30
355
$459K 0.01%
52,791
356
$459K 0.01%
1,124
+415
357
$458K 0.01%
9,340
-2,006
358
$454K 0.01%
5,301
359
$454K 0.01%
4,351
+1,141
360
$449K 0.01%
34,865
+9,588
361
$449K 0.01%
5,520
362
$443K 0.01%
8,645
-215
363
$436K 0.01%
15,740
-460
364
$432K 0.01%
109
+4
365
$430K 0.01%
12,851
-150
366
$430K 0.01%
2,884
-1
367
$426K 0.01%
843
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368
$419K 0.01%
4,011
369
$411K 0.01%
2,252
-870
370
$410K 0.01%
3,362
-69
371
$410K 0.01%
1,520
-13
372
$408K 0.01%
5,189
+32
373
$400K 0.01%
9,719
374
$391K 0.01%
12,098
-2,774
375
$388K 0.01%
9,994
+67
13 14
15
16 17