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
51
$15.8M 0.44%
34,933
+303
52
$15.7M 0.44%
61,644
-2,778
53
$15.4M 0.43%
71,553
-344
54
$15M 0.42%
14,631
+331
55
$14.7M 0.41%
58,824
+553
56
$14.4M 0.4%
142,164
-619
57
$14.1M 0.39%
113,665
+1,452
58
$14M 0.39%
121,608
-1,166
59
$13.9M 0.39%
149,719
+4,337
60
$13.8M 0.38%
63,213
-764
61
$13.1M 0.36%
20,195
+383
62
$12.8M 0.36%
37,091
-940
63
$12.5M 0.35%
99,431
+830
64
$12.4M 0.35%
58,906
+1,033
65
$12.2M 0.34%
225,529
+8,484
66
$12.2M 0.34%
47,289
+439
67
$12.1M 0.34%
76,962
+1,136
68
$11.9M 0.33%
35,591
-902
69
$11.7M 0.33%
155,336
-88
70
$10.9M 0.3%
166,412
-1,557
71
$10.8M 0.3%
75,696
-631
72
$10.8M 0.3%
34,903
73
$10.7M 0.3%
136,045
+994
74
$10.6M 0.29%
65,184
+1,330
75
$10.5M 0.29%
86,909
+2,029
1 2
3
4 5