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
1101
$3.84K ﹤0.01%
14
-2
1102
$3.83K ﹤0.01%
34
1103
$3.74K ﹤0.01%
22
-1
1104
$3.73K ﹤0.01%
23
1105
$3.71K ﹤0.01%
159
1106
$3.7K ﹤0.01%
90
+33
1107
$3.66K ﹤0.01%
33
-75
1108
$3.62K ﹤0.01%
58
-2
1109
$3.62K ﹤0.01%
103
+36
1110
$3.58K ﹤0.01%
30
1111
$3.58K ﹤0.01%
+125
1112
$3.56K ﹤0.01%
30
1113
$3.56K ﹤0.01%
291
1114
$3.52K ﹤0.01%
+221
1115
$3.52K ﹤0.01%
+54
1116
$3.49K ﹤0.01%
71
1117
$3.49K ﹤0.01%
91
+31
1118
$3.49K ﹤0.01%
85
1119
$3.47K ﹤0.01%
+73
1120
$3.4K ﹤0.01%
336
-567
1121
$3.4K ﹤0.01%
119
+26
1122
$3.39K ﹤0.01%
32
-1
1123
$3.38K ﹤0.01%
66
1124
$3.33K ﹤0.01%
83
1125
$3.26K ﹤0.01%
329
43 44
45
46 47