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
751
$40.6K ﹤0.01%
+774
752
$40K ﹤0.01%
1,358
+1,079
753
$40K ﹤0.01%
+150
754
$39.9K ﹤0.01%
1,027
-2,074
755
$39.6K ﹤0.01%
382
-313
756
$39.3K ﹤0.01%
+421
757
$39.2K ﹤0.01%
593
-98
758
$39K ﹤0.01%
852
+5
759
$38.9K ﹤0.01%
3,215
+33
760
$38.7K ﹤0.01%
1,507
-19
761
$37.9K ﹤0.01%
407
762
$37.9K ﹤0.01%
+1,000
763
$37.9K ﹤0.01%
750
764
$37.9K ﹤0.01%
2,416
765
$37.9K ﹤0.01%
540
-33
766
$37.6K ﹤0.01%
342
+306
767
$37.5K ﹤0.01%
1,045
768
$37.3K ﹤0.01%
999
769
$37.3K ﹤0.01%
167
770
$37.2K ﹤0.01%
3,471
-4,863
771
$37.1K ﹤0.01%
+187
772
$37K ﹤0.01%
759
773
$36.9K ﹤0.01%
4,944
774
$36.2K ﹤0.01%
172
+138
775
$36.2K ﹤0.01%
500
29 30
31
32 33