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
551
$105K ﹤0.01%
1,833
552
$105K ﹤0.01%
742
+150
553
$105K ﹤0.01%
9,833
+51
554
$104K ﹤0.01%
1,804
555
$104K ﹤0.01%
10,623
-6,175
556
$104K ﹤0.01%
13,958
-11
557
$104K ﹤0.01%
1,380
558
$104K ﹤0.01%
1,061
+461
559
$103K ﹤0.01%
427
+281
560
$103K ﹤0.01%
742
+24
561
$102K ﹤0.01%
+3,559
562
$102K ﹤0.01%
1,717
-634
563
$102K ﹤0.01%
2,097
+3
564
$102K ﹤0.01%
3,580
-2,675
565
$99.1K ﹤0.01%
3,204
-1,258
566
$99K ﹤0.01%
1,945
567
$98.8K ﹤0.01%
650
+105
568
$98.2K ﹤0.01%
747
-83
569
$98.1K ﹤0.01%
1,827
+976
570
$96.7K ﹤0.01%
4,912
571
$95.7K ﹤0.01%
2,225
572
$95.2K ﹤0.01%
1,432
-58
573
$94.8K ﹤0.01%
32
+4
574
$94.5K ﹤0.01%
455
+48
575
$93.6K ﹤0.01%
3,296
-1,924
21 22
23
24 25