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
876
$21.9K ﹤0.01%
151
+6
877
$21.7K ﹤0.01%
1,620
+1,095
878
$21.7K ﹤0.01%
175
879
$21.3K ﹤0.01%
+102
880
$21K ﹤0.01%
100
881
$21K ﹤0.01%
2,500
882
$20.9K ﹤0.01%
109
883
$20.8K ﹤0.01%
1,000
884
$20.3K ﹤0.01%
710
885
$20.3K ﹤0.01%
399
886
$20.3K ﹤0.01%
11,200
887
$20.1K ﹤0.01%
40
888
$20K ﹤0.01%
600
889
$19.9K ﹤0.01%
478
+235
890
$19.8K ﹤0.01%
583
891
$19.7K ﹤0.01%
100
892
$19.5K ﹤0.01%
1,592
-710
893
$19.4K ﹤0.01%
417
894
$19.4K ﹤0.01%
240
+204
895
$19.4K ﹤0.01%
147
+91
896
$19K ﹤0.01%
175
+50
897
$19K ﹤0.01%
+88
898
$18.9K ﹤0.01%
+322
899
$18.5K ﹤0.01%
500
900
$18.4K ﹤0.01%
173
34 35
36
37 38