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
801
$30.8K ﹤0.01%
673
-618
802
$30.6K ﹤0.01%
724
803
$30.6K ﹤0.01%
356
-198
804
$30.4K ﹤0.01%
1,233
805
$30.2K ﹤0.01%
1,317
806
$29.9K ﹤0.01%
1,306
807
$29.9K ﹤0.01%
1,493
+1,256
808
$29.6K ﹤0.01%
1,250
809
$29.6K ﹤0.01%
226
+95
810
$29.5K ﹤0.01%
406
-27,810
811
$29.5K ﹤0.01%
329
812
$29.4K ﹤0.01%
812
+339
813
$29.3K ﹤0.01%
+350
814
$29K ﹤0.01%
924
+574
815
$29K ﹤0.01%
1,102
-6
816
$28.9K ﹤0.01%
+1,044
817
$28.8K ﹤0.01%
477
818
$28.7K ﹤0.01%
855
-929
819
$28.7K ﹤0.01%
279
-365
820
$28.6K ﹤0.01%
505
-211
821
$28.5K ﹤0.01%
2,277
822
$28.4K ﹤0.01%
630
823
$28.4K ﹤0.01%
600
824
$28.2K ﹤0.01%
804
-3
825
$28.1K ﹤0.01%
710
31 32
33
34 35