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
1226
$593 ﹤0.01%
5
1227
$575 ﹤0.01%
10
+3
1228
$556 ﹤0.01%
6
1229
$476 ﹤0.01%
24
1230
$467 ﹤0.01%
68
1231
$441 ﹤0.01%
+12
1232
$409 ﹤0.01%
23
1233
$407 ﹤0.01%
+36
1234
$404 ﹤0.01%
16
1235
$383 ﹤0.01%
7
1236
$368 ﹤0.01%
15
1237
$362 ﹤0.01%
+81
1238
$358 ﹤0.01%
+7
1239
$356 ﹤0.01%
41
1240
$338 ﹤0.01%
19
1241
$305 ﹤0.01%
6
-382
1242
$293 ﹤0.01%
11
1243
$282 ﹤0.01%
11
1244
$269 ﹤0.01%
15
1245
$266 ﹤0.01%
7
1246
$259 ﹤0.01%
25
1247
$243 ﹤0.01%
+13
1248
$238 ﹤0.01%
+15
1249
$235 ﹤0.01%
95
1250
$228 ﹤0.01%
83
48 49
50
51 52