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
776
$35.9K ﹤0.01%
254
-2
777
$35.6K ﹤0.01%
1,172
-215
778
$35.5K ﹤0.01%
1,102
779
$35.4K ﹤0.01%
1,940
+402
780
$35.3K ﹤0.01%
1,325
781
$34.3K ﹤0.01%
1,746
782
$34.2K ﹤0.01%
342
783
$34.1K ﹤0.01%
743
784
$33.2K ﹤0.01%
447
-4
785
$32.8K ﹤0.01%
1,105
-299
786
$32.7K ﹤0.01%
1,135
787
$32.4K ﹤0.01%
69
788
$32.1K ﹤0.01%
232
789
$31.9K ﹤0.01%
125
790
$31.9K ﹤0.01%
725
791
$31.7K ﹤0.01%
5,164
792
$31.6K ﹤0.01%
200
793
$31.5K ﹤0.01%
183
794
$31.4K ﹤0.01%
1,050
-23
795
$31.3K ﹤0.01%
166
796
$31.3K ﹤0.01%
347
797
$31.2K ﹤0.01%
1,901
798
$31.2K ﹤0.01%
584
-1,076
799
$31K ﹤0.01%
7,450
800
$30.8K ﹤0.01%
2,869
30 31
32
33 34