WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$7.74M
2
+$5.21M
3
+$5.11M
4
ABNB icon
Airbnb
ABNB
+$4.87M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$4.28M

Top Sells

1
+$9.35M
2
+$8.23M
3
+$5.61M
4
TSLA icon
Tesla
TSLA
+$5.37M
5
STE icon
Steris
STE
+$4.85M

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
1001
$9.63K ﹤0.01%
158
1002
$9.6K ﹤0.01%
500
1003
$9.57K ﹤0.01%
219
-1
1004
$9.41K ﹤0.01%
484
1005
$9.31K ﹤0.01%
316
1006
$9.22K ﹤0.01%
256
-1,758
1007
$9.14K ﹤0.01%
134
1008
$9.1K ﹤0.01%
400
1009
$9.08K ﹤0.01%
+146
1010
$8.92K ﹤0.01%
358
1011
$8.62K ﹤0.01%
185
-10
1012
$8.54K ﹤0.01%
217
1013
$8.51K ﹤0.01%
66
-5
1014
$8.41K ﹤0.01%
90
1015
$8.41K ﹤0.01%
130
1016
$8.39K ﹤0.01%
300
1017
$8.35K ﹤0.01%
211
1018
$8.15K ﹤0.01%
476
1019
$8.13K ﹤0.01%
561
1020
$8.03K ﹤0.01%
25
1021
$8.01K ﹤0.01%
135
1022
$7.9K ﹤0.01%
893
1023
$7.88K ﹤0.01%
311
1024
$7.87K ﹤0.01%
36
-2
1025
$7.81K ﹤0.01%
39
39 40
41
42 43