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
1051
$5.98K ﹤0.01%
145
1052
$5.88K ﹤0.01%
667
1053
$5.88K ﹤0.01%
72
1054
$5.75K ﹤0.01%
28
-1
1055
$5.7K ﹤0.01%
35
1056
$5.7K ﹤0.01%
60
-169
1057
$5.64K ﹤0.01%
+680
1058
$5.53K ﹤0.01%
145
-90
1059
$5.45K ﹤0.01%
+190
1060
$5.43K ﹤0.01%
40
+8
1061
$5.38K ﹤0.01%
95
1062
$5.37K ﹤0.01%
430
1063
$5.37K ﹤0.01%
159
1064
$5.33K ﹤0.01%
86
+31
1065
$5.22K ﹤0.01%
110
1066
$5.17K ﹤0.01%
142
1067
$5.12K ﹤0.01%
100
1068
$5.11K ﹤0.01%
125
-10
1069
$5.05K ﹤0.01%
96
-1
1070
$5.02K ﹤0.01%
46
+27
1071
$4.92K ﹤0.01%
96
1072
$4.88K ﹤0.01%
26
-7
1073
$4.81K ﹤0.01%
57
1074
$4.79K ﹤0.01%
110
1075
$4.77K ﹤0.01%
70
41 42
43
44 45