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
1201
$1.21K ﹤0.01%
45
1202
$1.2K ﹤0.01%
105
1203
$1.2K ﹤0.01%
80
1204
$1.19K ﹤0.01%
43
1205
$1.18K ﹤0.01%
80
1206
$1.17K ﹤0.01%
30
1207
$1.11K ﹤0.01%
89
1208
$1.03K ﹤0.01%
75
1209
$1.02K ﹤0.01%
57
1210
$984 ﹤0.01%
+44
1211
$980 ﹤0.01%
+116
1212
$978 ﹤0.01%
12
-207
1213
$935 ﹤0.01%
40
1214
$912 ﹤0.01%
33
-56
1215
$879 ﹤0.01%
43
1216
$861 ﹤0.01%
44
-36
1217
$840 ﹤0.01%
1,000
1218
$826 ﹤0.01%
134
1219
$740 ﹤0.01%
2,000
1220
$697 ﹤0.01%
7
1221
$661 ﹤0.01%
5
1222
$658 ﹤0.01%
+8
1223
$622 ﹤0.01%
25
1224
$610 ﹤0.01%
35
1225
$602 ﹤0.01%
25
47 48
49
50 51