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
426
$269K 0.01%
4,551
-349
427
$267K 0.01%
7,100
428
$264K 0.01%
8,197
-23
429
$263K 0.01%
457
430
$262K 0.01%
1,019
-26
431
$262K 0.01%
482
+57
432
$260K 0.01%
3,827
433
$260K 0.01%
540
+7
434
$258K 0.01%
551
-28
435
$257K 0.01%
3,602
-2,465
436
$253K 0.01%
4,950
437
$252K 0.01%
4,351
-1,059
438
$250K 0.01%
1,405
439
$246K 0.01%
889
440
$246K 0.01%
2,550
441
$245K 0.01%
2,275
+449
442
$243K 0.01%
1,670
443
$241K 0.01%
1,500
444
$233K 0.01%
1,543
+110
445
$233K 0.01%
1,603
446
$227K 0.01%
15,698
+3,690
447
$224K 0.01%
5,175
+40
448
$224K 0.01%
1,545
-3
449
$219K 0.01%
15,962
450
$218K 0.01%
2,114
-8
16 17
18
19 20