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
401
$315K 0.01%
2,903
402
$315K 0.01%
1,788
-10
403
$314K 0.01%
2,264
404
$311K 0.01%
3,518
405
$311K 0.01%
11,982
406
$310K 0.01%
8,144
-927
407
$310K 0.01%
2,285
-32
408
$309K 0.01%
3,600
409
$303K 0.01%
3,200
410
$301K 0.01%
2,820
411
$300K 0.01%
3,358
412
$298K 0.01%
+16,060
413
$296K 0.01%
10,227
414
$294K 0.01%
1,515
415
$294K 0.01%
8,269
+298
416
$292K 0.01%
5,681
417
$292K 0.01%
650
418
$291K 0.01%
8,688
+477
419
$290K 0.01%
8,295
420
$290K 0.01%
5,824
+25
421
$287K 0.01%
7,424
-53
422
$285K 0.01%
1,775
423
$277K 0.01%
4,849
-125
424
$276K 0.01%
8,780
+166
425
$274K 0.01%
5,182
-568
15 16
17
18 19