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
601
$79.4K ﹤0.01%
1,464
-2,626
602
$79.1K ﹤0.01%
787
+518
603
$78.9K ﹤0.01%
585
+99
604
$78.8K ﹤0.01%
1,476
605
$78.4K ﹤0.01%
8,842
-1,881
606
$78K ﹤0.01%
+1,291
607
$77.8K ﹤0.01%
2,248
608
$77.5K ﹤0.01%
1,029
-1,725
609
$77K ﹤0.01%
1,425
-85
610
$75.8K ﹤0.01%
642
-9
611
$75.4K ﹤0.01%
1,297
+145
612
$74.5K ﹤0.01%
1,393
+23
613
$74.4K ﹤0.01%
661
614
$74.2K ﹤0.01%
+1,578
615
$73.9K ﹤0.01%
1,275
616
$72.8K ﹤0.01%
+189
617
$72.2K ﹤0.01%
2,662
618
$72K ﹤0.01%
297
+191
619
$72K ﹤0.01%
768
620
$72K ﹤0.01%
233
+143
621
$71.8K ﹤0.01%
1,036
-378
622
$71.2K ﹤0.01%
1,647
623
$71K ﹤0.01%
16,060
624
$70.9K ﹤0.01%
547
-236
625
$70.8K ﹤0.01%
795
23 24
25
26 27