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
1076
$4.77K ﹤0.01%
68
1077
$4.74K ﹤0.01%
138
1078
$4.72K ﹤0.01%
188
1079
$4.72K ﹤0.01%
167
1080
$4.69K ﹤0.01%
118
1081
$4.66K ﹤0.01%
103
1082
$4.65K ﹤0.01%
104
+46
1083
$4.57K ﹤0.01%
60
1084
$4.53K ﹤0.01%
66
1085
$4.49K ﹤0.01%
105
1086
$4.47K ﹤0.01%
44
-1
1087
$4.34K ﹤0.01%
24
1088
$4.29K ﹤0.01%
137
1089
$4.28K ﹤0.01%
79
1090
$4.25K ﹤0.01%
67
-1
1091
$4.17K ﹤0.01%
34
-1
1092
$4.17K ﹤0.01%
40
1093
$4.14K ﹤0.01%
95
-3
1094
$4.11K ﹤0.01%
+172
1095
$4.05K ﹤0.01%
84
-260
1096
$3.94K ﹤0.01%
+40
1097
$3.93K ﹤0.01%
+280
1098
$3.89K ﹤0.01%
31
-2
1099
$3.88K ﹤0.01%
30
-1
1100
$3.85K ﹤0.01%
158
42 43
44
45 46