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
576
$93.6K ﹤0.01%
1,825
-55
577
$91.7K ﹤0.01%
198
+111
578
$91K ﹤0.01%
1,900
579
$90.3K ﹤0.01%
1,470
580
$89.7K ﹤0.01%
1,583
-2,723
581
$89.7K ﹤0.01%
1,170
582
$89.2K ﹤0.01%
2,828
+1,670
583
$87.4K ﹤0.01%
1,975
+1,166
584
$86.7K ﹤0.01%
2,690
+15
585
$86.3K ﹤0.01%
2,816
+1,512
586
$86.2K ﹤0.01%
7,480
-9,388
587
$85.7K ﹤0.01%
800
-173
588
$85.4K ﹤0.01%
800
589
$85.4K ﹤0.01%
866
+91
590
$85.1K ﹤0.01%
894
+200
591
$84.5K ﹤0.01%
1,726
592
$84K ﹤0.01%
281
+1
593
$83.4K ﹤0.01%
668
594
$82.8K ﹤0.01%
15,589
+8,012
595
$82.6K ﹤0.01%
2,172
+1,282
596
$80.8K ﹤0.01%
325
597
$80.3K ﹤0.01%
3,575
598
$80K ﹤0.01%
2,153
+246
599
$79.6K ﹤0.01%
800
600
$79.6K ﹤0.01%
750
22 23
24
25 26