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
1026
$7.73K ﹤0.01%
349
1027
$7.57K ﹤0.01%
90
-1
1028
$7.46K ﹤0.01%
31
1029
$7.41K ﹤0.01%
65
1030
$7.37K ﹤0.01%
271
1031
$7.33K ﹤0.01%
168
1032
$7.31K ﹤0.01%
155
1033
$7.2K ﹤0.01%
97
1034
$7.16K ﹤0.01%
1,666
1035
$7.02K ﹤0.01%
92
1036
$7.01K ﹤0.01%
150
1037
$6.93K ﹤0.01%
+97
1038
$6.92K ﹤0.01%
53
-1
1039
$6.86K ﹤0.01%
53
1040
$6.84K ﹤0.01%
174
1041
$6.83K ﹤0.01%
25
1042
$6.81K ﹤0.01%
154
1043
$6.78K ﹤0.01%
412
1044
$6.7K ﹤0.01%
93
1045
$6.59K ﹤0.01%
103
1046
$6.41K ﹤0.01%
+152
1047
$6.38K ﹤0.01%
22
1048
$6.11K ﹤0.01%
80
1049
$6.04K ﹤0.01%
309
1050
$6K ﹤0.01%
25
-1
40 41
42
43 44