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
1151
$2.49K ﹤0.01%
153
-152
1152
$2.48K ﹤0.01%
11
1153
$2.46K ﹤0.01%
75
1154
$2.43K ﹤0.01%
70
1155
$2.42K ﹤0.01%
24
-2
1156
$2.4K ﹤0.01%
55
1157
$2.38K ﹤0.01%
69
-2
1158
$2.33K ﹤0.01%
+61
1159
$2.31K ﹤0.01%
12
1160
$2.3K ﹤0.01%
58
1161
$2.23K ﹤0.01%
30
1162
$2.22K ﹤0.01%
68
-3
1163
$2.16K ﹤0.01%
739
+619
1164
$2.14K ﹤0.01%
+45
1165
$2.13K ﹤0.01%
15
1166
$2.08K ﹤0.01%
72
1167
$2.07K ﹤0.01%
300
1168
$2.06K ﹤0.01%
+134
1169
$2.04K ﹤0.01%
106
-7
1170
$2.03K ﹤0.01%
78
1171
$2.01K ﹤0.01%
155
-262
1172
$1.96K ﹤0.01%
+7
1173
$1.96K ﹤0.01%
+13
1174
$1.94K ﹤0.01%
50
1175
$1.92K ﹤0.01%
30
45 46
47
48 49