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
501
$154K ﹤0.01%
1,781
-52
502
$153K ﹤0.01%
1,676
503
$153K ﹤0.01%
1,680
504
$152K ﹤0.01%
4,110
505
$150K ﹤0.01%
2,032
506
$150K ﹤0.01%
1,012
+401
507
$149K ﹤0.01%
3,161
508
$149K ﹤0.01%
1,124
509
$146K ﹤0.01%
1,131
+400
510
$144K ﹤0.01%
3,046
511
$144K ﹤0.01%
1,554
-484
512
$143K ﹤0.01%
3,600
-11
513
$142K ﹤0.01%
1,230
514
$142K ﹤0.01%
785
515
$141K ﹤0.01%
12,000
516
$139K ﹤0.01%
2,633
-1
517
$139K ﹤0.01%
4,901
518
$138K ﹤0.01%
1,009
-1
519
$137K ﹤0.01%
1,787
520
$136K ﹤0.01%
1,000
521
$135K ﹤0.01%
2,952
+1,511
522
$135K ﹤0.01%
360
523
$133K ﹤0.01%
1,799
+194
524
$132K ﹤0.01%
13,300
525
$130K ﹤0.01%
415
+226
19 20
21
22 23