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
626
$70.8K ﹤0.01%
1,911
627
$70.3K ﹤0.01%
25,753
+2,306
628
$70.2K ﹤0.01%
118
+38
629
$70K ﹤0.01%
500
630
$69.9K ﹤0.01%
3,100
+100
631
$69.9K ﹤0.01%
400
+176
632
$69.7K ﹤0.01%
1,810
-415
633
$68.7K ﹤0.01%
687
634
$67.8K ﹤0.01%
550
635
$67.6K ﹤0.01%
1,456
+291
636
$67.5K ﹤0.01%
+2,482
637
$66.2K ﹤0.01%
992
638
$66K ﹤0.01%
1,292
639
$66K ﹤0.01%
14,255
-2,756
640
$65.9K ﹤0.01%
510
641
$65.8K ﹤0.01%
992
642
$65.7K ﹤0.01%
886
+4
643
$65.7K ﹤0.01%
668
644
$65.7K ﹤0.01%
1,214
645
$65.6K ﹤0.01%
1,300
-400
646
$65.5K ﹤0.01%
500
647
$65.4K ﹤0.01%
745
+379
648
$65.3K ﹤0.01%
+122
649
$64.8K ﹤0.01%
924
650
$64.3K ﹤0.01%
109
+32
24 25
26
27 28