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
726
$45.6K ﹤0.01%
576
+379
727
$45.6K ﹤0.01%
224
728
$45.6K ﹤0.01%
860
+6
729
$45.5K ﹤0.01%
5,514
-332
730
$45.5K ﹤0.01%
1,575
731
$45.4K ﹤0.01%
930
+921
732
$44.7K ﹤0.01%
+2,000
733
$44.6K ﹤0.01%
94
+83
734
$44.4K ﹤0.01%
286
+276
735
$44K ﹤0.01%
1,537
-23
736
$43.9K ﹤0.01%
500
737
$43.5K ﹤0.01%
1,494
-79,878
738
$43.4K ﹤0.01%
3,056
739
$43.2K ﹤0.01%
1,800
740
$42.9K ﹤0.01%
927
-1,085
741
$42.7K ﹤0.01%
722
+64
742
$42.3K ﹤0.01%
1,440
+1,267
743
$42.2K ﹤0.01%
1,282
744
$41.9K ﹤0.01%
30
745
$41.9K ﹤0.01%
921
+449
746
$41.8K ﹤0.01%
+515
747
$41.8K ﹤0.01%
346
748
$41.7K ﹤0.01%
1,169
-5
749
$41.6K ﹤0.01%
315
750
$41.3K ﹤0.01%
261
28 29
30
31 32