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
76
$10.3M 0.29%
23,186
+302
77
$10.3M 0.29%
26,286
-152
78
$10.2M 0.28%
48,156
+702
79
$10.1M 0.28%
181,684
+1,696
80
$10.1M 0.28%
26,228
+8,019
81
$9.83M 0.27%
69,611
-425
82
$9.81M 0.27%
70,901
-1,968
83
$9.79M 0.27%
377,334
-1,137
84
$9.67M 0.27%
14,707
+218
85
$9.66M 0.27%
36,799
-1,055
86
$9.53M 0.27%
162,579
-4,027
87
$9.48M 0.26%
139,987
-917
88
$9.21M 0.26%
11,699
-165
89
$9.03M 0.25%
6,069
+325
90
$8.81M 0.24%
38,037
+180
91
$8.62M 0.24%
117,672
+2,783
92
$8.4M 0.23%
176,817
-1,020
93
$8.25M 0.23%
45,182
+684
94
$8.22M 0.23%
116,775
+2,040
95
$8.03M 0.22%
130,369
+3,523
96
$7.74M 0.22%
43,832
+22,710
97
$7.55M 0.21%
192,837
-2,365
98
$7.41M 0.21%
34,059
+4,314
99
$7.38M 0.21%
75,160
+2,815
100
$7.24M 0.2%
305,136
-10,482
2 3
4
5 6