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
526
$129K ﹤0.01%
534
527
$127K ﹤0.01%
12,650
+8,004
528
$126K ﹤0.01%
5,665
+3,340
529
$125K ﹤0.01%
1,000
530
$122K ﹤0.01%
4,900
-235
531
$121K ﹤0.01%
1,875
+54
532
$120K ﹤0.01%
3,576
533
$120K ﹤0.01%
2,505
-230
534
$116K ﹤0.01%
7,041
+279
535
$116K ﹤0.01%
1,194
+704
536
$115K ﹤0.01%
10,687
+6,899
537
$115K ﹤0.01%
1,190
538
$114K ﹤0.01%
689
+254
539
$114K ﹤0.01%
1,407
-186
540
$114K ﹤0.01%
2,500
541
$114K ﹤0.01%
905
-44
542
$114K ﹤0.01%
1,473
+641
543
$113K ﹤0.01%
503
544
$112K ﹤0.01%
1,106
545
$111K ﹤0.01%
1,680
+360
546
$111K ﹤0.01%
289
+54
547
$110K ﹤0.01%
4,140
548
$107K ﹤0.01%
1,493
+43
549
$107K ﹤0.01%
1,000
550
$106K ﹤0.01%
1,218
+586
20 21
22
23 24