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
701
$50.2K ﹤0.01%
245
702
$49.8K ﹤0.01%
791
+271
703
$49.8K ﹤0.01%
162
-7,673
704
$49.6K ﹤0.01%
+1,000
705
$49.2K ﹤0.01%
517
+323
706
$48.8K ﹤0.01%
1,243
+734
707
$48.6K ﹤0.01%
400
708
$48.5K ﹤0.01%
541
-1,191
709
$48.4K ﹤0.01%
1,920
710
$48K ﹤0.01%
700
-3
711
$47.9K ﹤0.01%
10,000
712
$47.8K ﹤0.01%
3,544
-1,156
713
$47.8K ﹤0.01%
983
714
$47.5K ﹤0.01%
399
+367
715
$47.4K ﹤0.01%
905
+899
716
$47.4K ﹤0.01%
1,533
717
$47.3K ﹤0.01%
2,500
718
$46.8K ﹤0.01%
+16
719
$46.7K ﹤0.01%
293
+82
720
$46.3K ﹤0.01%
768
721
$46.2K ﹤0.01%
1,852
+422
722
$45.9K ﹤0.01%
1,190
723
$45.8K ﹤0.01%
1,201
-26
724
$45.8K ﹤0.01%
89
-21
725
$45.7K ﹤0.01%
+197
27 28
29
30 31