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
1176
$1.92K ﹤0.01%
71
-11
1177
$1.92K ﹤0.01%
33
-220
1178
$1.87K ﹤0.01%
20
1179
$1.86K ﹤0.01%
55
1180
$1.79K ﹤0.01%
20
1181
$1.77K ﹤0.01%
16
1182
$1.74K ﹤0.01%
19
-35
1183
$1.72K ﹤0.01%
18
-215
1184
$1.72K ﹤0.01%
100
1185
$1.71K ﹤0.01%
105
1186
$1.69K ﹤0.01%
46
-1
1187
$1.64K ﹤0.01%
158
-383
1188
$1.57K ﹤0.01%
772
-776
1189
$1.49K ﹤0.01%
5
+1
1190
$1.45K ﹤0.01%
+100
1191
$1.42K ﹤0.01%
62
1192
$1.41K ﹤0.01%
13
1193
$1.4K ﹤0.01%
36
1194
$1.4K ﹤0.01%
28
1195
$1.34K ﹤0.01%
30
1196
$1.31K ﹤0.01%
31
1197
$1.3K ﹤0.01%
27
1198
$1.27K ﹤0.01%
+85
1199
$1.23K ﹤0.01%
343
+18
1200
$1.22K ﹤0.01%
19
46 47
48
49 50