WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.41B
1-Year Return
19.55%
This Quarter Return
+11.61%
1 Year Return
+19.55%
3 Year Return
+88.16%
5 Year Return
+142.19%
10 Year Return
+292.82%
AUM
$3.49B
AUM Growth
+$363M
(+12%)
Cap. Flow
+$71.4M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
32.56%
Holding
1,255
New
54
Increased
431
Reduced
210
Closed
35
Top Buys
| 1 |
Eli Lilly
LLY
|
+$9.34M |
| 2 |
AbbVie
ABBV
|
+$5.94M |
| 3 |
Microsoft
MSFT
|
+$4.64M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.99M |
| 5 |
Vertiv
VRT
|
+$3.53M |
Top Sells
| 1 |
Airbnb
ABNB
|
+$8.33M |
| 2 |
NVIDIA
NVDA
|
+$4.62M |
| 3 |
Old Dominion Freight Line
ODFL
|
+$4.18M |
| 4 |
Tesla
TSLA
|
+$3.49M |
| 5 |
Teradyne
TER
|
+$2.92M |
Sector Composition
| 1 | Technology | 23.58% |
| 2 | Financials | 10.14% |
| 3 | Healthcare | 8.62% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Industrials | 7.16% |
