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
651
$64.1K ﹤0.01%
460
-168
652
$63.9K ﹤0.01%
574
653
$63.5K ﹤0.01%
884
-10
654
$63.2K ﹤0.01%
321
-149
655
$62.3K ﹤0.01%
1,148
-40,984
656
$62.2K ﹤0.01%
2,573
-26
657
$62.2K ﹤0.01%
1,603
658
$62.2K ﹤0.01%
1,162
-1,732
659
$61.9K ﹤0.01%
2,500
660
$61.6K ﹤0.01%
462
661
$61.2K ﹤0.01%
1,113
-2,190
662
$60.5K ﹤0.01%
2,925
-52
663
$60.5K ﹤0.01%
+1,225
664
$60.3K ﹤0.01%
1,243
665
$60.2K ﹤0.01%
291
+256
666
$59.2K ﹤0.01%
+1,032
667
$58.3K ﹤0.01%
153
668
$58.1K ﹤0.01%
692
669
$58.1K ﹤0.01%
4,166
670
$58K ﹤0.01%
281
+193
671
$58K ﹤0.01%
232
-684
672
$57.4K ﹤0.01%
577
673
$57.3K ﹤0.01%
800
674
$56.9K ﹤0.01%
768
675
$56.4K ﹤0.01%
3,029
+1,693
25 26
27
28 29