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
101
$7.16M 0.2%
26,524
-4,612
102
$6.96M 0.19%
44,789
+1,200
103
$6.94M 0.19%
31,471
-273
104
$6.91M 0.19%
40,999
-6,659
105
$6.9M 0.19%
162,043
-237
106
$6.86M 0.19%
17,799
+645
107
$6.79M 0.19%
106,642
-1,335
108
$6.78M 0.19%
20,570
+748
109
$6.75M 0.19%
75,555
+2,797
110
$6.65M 0.18%
51,562
+1,909
111
$6.6M 0.18%
97,956
+1,326
112
$6.49M 0.18%
209,471
-750
113
$6.48M 0.18%
23,916
+906
114
$6.47M 0.18%
27,178
+776
115
$6.41M 0.18%
80,232
-23,255
116
$6.37M 0.18%
36,500
-1,599
117
$6.36M 0.18%
80,212
+3,031
118
$6.17M 0.17%
149,633
-794
119
$6.17M 0.17%
19,739
-868
120
$6.15M 0.17%
10,525
+42
121
$6.12M 0.17%
86,992
+3,240
122
$5.98M 0.17%
37,626
-10,013
123
$5.88M 0.16%
53,399
-3,431
124
$5.82M 0.16%
45,790
-224
125
$5.66M 0.16%
+96,054
3 4
5
6 7