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
976
$11.5K ﹤0.01%
115
977
$11.5K ﹤0.01%
406
978
$11.5K ﹤0.01%
130
979
$11.4K ﹤0.01%
+655
980
$11.4K ﹤0.01%
107
981
$11.2K ﹤0.01%
+275
982
$11.1K ﹤0.01%
84
983
$11.1K ﹤0.01%
188
-4
984
$10.9K ﹤0.01%
123
+105
985
$10.8K ﹤0.01%
164
986
$10.8K ﹤0.01%
+242
987
$10.7K ﹤0.01%
121
-1
988
$10.4K ﹤0.01%
218
-123
989
$10.3K ﹤0.01%
+178
990
$10.3K ﹤0.01%
57
991
$10.2K ﹤0.01%
2,000
992
$10.2K ﹤0.01%
80
993
$10.1K ﹤0.01%
40
994
$10.1K ﹤0.01%
103
-68
995
$10.1K ﹤0.01%
482
996
$10K ﹤0.01%
50
997
$9.88K ﹤0.01%
1,000
998
$9.86K ﹤0.01%
434
999
$9.76K ﹤0.01%
168
1000
$9.65K ﹤0.01%
206
38 39
40
41 42