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
901
$18.3K ﹤0.01%
233
902
$18.3K ﹤0.01%
600
903
$18.1K ﹤0.01%
42
904
$18K ﹤0.01%
+200
905
$18K ﹤0.01%
63
906
$18K ﹤0.01%
517
907
$17.9K ﹤0.01%
15,881
908
$17.9K ﹤0.01%
10,000
909
$17.8K ﹤0.01%
247
+152
910
$17.7K ﹤0.01%
245
911
$17.7K ﹤0.01%
131
912
$17.7K ﹤0.01%
440
913
$17.5K ﹤0.01%
403
-69
914
$17.4K ﹤0.01%
185
-99
915
$17.3K ﹤0.01%
+184
916
$17.2K ﹤0.01%
1,722
917
$17.2K ﹤0.01%
511
918
$17.2K ﹤0.01%
210
919
$17.1K ﹤0.01%
278
920
$16.9K ﹤0.01%
+373
921
$16.8K ﹤0.01%
3,400
+1,472
922
$16.7K ﹤0.01%
+1,010
923
$16.5K ﹤0.01%
+116
924
$16.5K ﹤0.01%
+374
925
$16.5K ﹤0.01%
236