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
826
$28K ﹤0.01%
738
+429
827
$28K ﹤0.01%
124
828
$27.8K ﹤0.01%
567
829
$27.8K ﹤0.01%
358
830
$27.7K ﹤0.01%
361
+31
831
$27.4K ﹤0.01%
800
832
$27.2K ﹤0.01%
+224
833
$27.2K ﹤0.01%
1,424
-58
834
$27.1K ﹤0.01%
277
835
$27.1K ﹤0.01%
168
+138
836
$27.1K ﹤0.01%
606
837
$26.9K ﹤0.01%
624
-22
838
$26.8K ﹤0.01%
167
839
$26.6K ﹤0.01%
365
-304
840
$26.6K ﹤0.01%
796
+685
841
$26.5K ﹤0.01%
129
842
$26.4K ﹤0.01%
1,115
843
$26.3K ﹤0.01%
166
+69
844
$26.3K ﹤0.01%
844
+35
845
$26.2K ﹤0.01%
569
846
$26K ﹤0.01%
115
+23
847
$26K ﹤0.01%
980
848
$25.8K ﹤0.01%
2,059
849
$25.8K ﹤0.01%
842
850
$25.7K ﹤0.01%
844
32 33
34
35 36