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
451
$215K 0.01%
3,009
452
$215K 0.01%
6,826
453
$215K 0.01%
6,115
+35
454
$214K 0.01%
4,402
+152
455
$213K 0.01%
236
-31
456
$210K 0.01%
2,000
457
$209K 0.01%
1,044
+17
458
$208K 0.01%
5,449
+31
459
$200K 0.01%
697
+5
460
$199K 0.01%
10,368
461
$196K 0.01%
2,540
-1,096
462
$195K 0.01%
1,855
+755
463
$195K 0.01%
1,997
-180
464
$188K 0.01%
2,418
+1,242
465
$187K 0.01%
3,734
+27
466
$185K 0.01%
8,300
+1,000
467
$184K 0.01%
8,715
-92
468
$184K 0.01%
4,021
+438
469
$184K 0.01%
2,526
+765
470
$183K 0.01%
1,328
-5
471
$182K 0.01%
1,334
472
$181K 0.01%
2,719
473
$179K 0.01%
7,000
474
$178K ﹤0.01%
2,148
475
$178K ﹤0.01%
169
+34
17 18
19
20 21