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
476
$177K ﹤0.01%
1,857
477
$177K ﹤0.01%
3,200
478
$175K ﹤0.01%
2,937
-33
479
$174K ﹤0.01%
1,794
-1,499
480
$172K ﹤0.01%
855
+349
481
$171K ﹤0.01%
2,842
-45
482
$169K ﹤0.01%
3,351
-73
483
$168K ﹤0.01%
5,450
484
$167K ﹤0.01%
2,540
+1,072
485
$167K ﹤0.01%
8,937
-1,880
486
$167K ﹤0.01%
1,789
487
$166K ﹤0.01%
573
-236
488
$166K ﹤0.01%
947
489
$166K ﹤0.01%
1,300
490
$165K ﹤0.01%
2,895
-272
491
$165K ﹤0.01%
2,223
-468
492
$165K ﹤0.01%
2,094
+14
493
$165K ﹤0.01%
3,874
-1,177
494
$165K ﹤0.01%
292
495
$165K ﹤0.01%
2,943
-2
496
$161K ﹤0.01%
585
+69
497
$158K ﹤0.01%
1,584
498
$158K ﹤0.01%
2,280
-723
499
$157K ﹤0.01%
600
500
$156K ﹤0.01%
6,725
18 19
20
21 22