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
676
$55.9K ﹤0.01%
1,532
677
$55.6K ﹤0.01%
5,601
678
$55.5K ﹤0.01%
314
679
$55.3K ﹤0.01%
172
-2
680
$55.3K ﹤0.01%
468
+279
681
$55K ﹤0.01%
466
682
$54.8K ﹤0.01%
652
-3
683
$54.8K ﹤0.01%
950
684
$54.8K ﹤0.01%
1,000
685
$54.3K ﹤0.01%
1,357
686
$53.5K ﹤0.01%
1,072
687
$53.4K ﹤0.01%
1,718
+101
688
$53.1K ﹤0.01%
1,716
-45
689
$53.1K ﹤0.01%
+7
690
$52.9K ﹤0.01%
495
+386
691
$52.9K ﹤0.01%
645
692
$52.8K ﹤0.01%
4,079
+27
693
$52.5K ﹤0.01%
193
+106
694
$52.4K ﹤0.01%
469
+226
695
$52.1K ﹤0.01%
1,357
696
$52K ﹤0.01%
900
697
$51.1K ﹤0.01%
2,500
698
$51K ﹤0.01%
1,552
699
$50.8K ﹤0.01%
+1,068
700
$50.5K ﹤0.01%
205
26 27
28
29 30