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
851
$25.3K ﹤0.01%
1,921
-6,411
852
$25.1K ﹤0.01%
125
853
$25K ﹤0.01%
400
854
$24.8K ﹤0.01%
424
+3
855
$24.7K ﹤0.01%
509
856
$24.7K ﹤0.01%
+379
857
$24.4K ﹤0.01%
109
858
$24.3K ﹤0.01%
836
859
$24.2K ﹤0.01%
580
860
$24.1K ﹤0.01%
202
861
$24.1K ﹤0.01%
+66
862
$23.9K ﹤0.01%
538
863
$23.8K ﹤0.01%
225
864
$23.7K ﹤0.01%
227
-106
865
$23.6K ﹤0.01%
280
866
$23.3K ﹤0.01%
251
867
$23.3K ﹤0.01%
271
+200
868
$23.2K ﹤0.01%
240
869
$22.7K ﹤0.01%
503
870
$22.5K ﹤0.01%
1,043
871
$22.2K ﹤0.01%
139
-128
872
$22.1K ﹤0.01%
287
873
$22K ﹤0.01%
2,820
874
$21.9K ﹤0.01%
1,911
-1,689
875
$21.9K ﹤0.01%
+72
33 34
35
36 37