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
376
$380K 0.01%
5,850
377
$380K 0.01%
3,239
-25
378
$376K 0.01%
1,692
379
$376K 0.01%
11,682
+2,400
380
$373K 0.01%
2,558
381
$373K 0.01%
2,715
-356
382
$372K 0.01%
2,458
383
$371K 0.01%
5,451
384
$371K 0.01%
761
+26
385
$370K 0.01%
2,055
386
$370K 0.01%
2,112
387
$363K 0.01%
4,071
-273
388
$360K 0.01%
7,021
+48
389
$352K 0.01%
3,804
390
$348K 0.01%
8,389
-816
391
$344K 0.01%
1,566
-22,334
392
$339K 0.01%
4,130
393
$337K 0.01%
10,468
394
$332K 0.01%
9,322
+1,336
395
$328K 0.01%
2,842
396
$327K 0.01%
3,153
397
$326K 0.01%
1,088
-2
398
$324K 0.01%
2,318
399
$322K 0.01%
15,357
400
$318K 0.01%
1,284
-2
14 15
16
17 18