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
926
$16.4K ﹤0.01%
494
927
$16.3K ﹤0.01%
+52
928
$16.3K ﹤0.01%
64
+48
929
$16.2K ﹤0.01%
105
930
$16.2K ﹤0.01%
636
931
$16.1K ﹤0.01%
350
932
$15.9K ﹤0.01%
440
933
$15.8K ﹤0.01%
1,886
934
$15.6K ﹤0.01%
44
935
$15.4K ﹤0.01%
651
936
$15.4K ﹤0.01%
341
+280
937
$15.4K ﹤0.01%
+670
938
$15.3K ﹤0.01%
325
939
$15.3K ﹤0.01%
83
940
$15.3K ﹤0.01%
+256
941
$15.2K ﹤0.01%
1,358
942
$15.1K ﹤0.01%
201
-25
943
$15K ﹤0.01%
901
944
$14.9K ﹤0.01%
575
945
$14.8K ﹤0.01%
438
+93
946
$14.8K ﹤0.01%
366
947
$14.5K ﹤0.01%
72
+1
948
$14.5K ﹤0.01%
+325
949
$14.4K ﹤0.01%
601
950
$14.2K ﹤0.01%
712
-86