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
1251
$220 ﹤0.01%
3
-857
1252
$210 ﹤0.01%
+1
1253
$182 ﹤0.01%
8
-21
1254
$173 ﹤0.01%
10
1255
$168 ﹤0.01%
+3
1256
$148 ﹤0.01%
44
-55
1257
$146 ﹤0.01%
8
1258
$141 ﹤0.01%
38
1259
$123 ﹤0.01%
3
-747
1260
$122 ﹤0.01%
11
1261
$95 ﹤0.01%
7
1262
$87 ﹤0.01%
1
1263
$86 ﹤0.01%
9
1264
$73 ﹤0.01%
2
1265
$71 ﹤0.01%
24
1266
$67 ﹤0.01%
4
1267
$62 ﹤0.01%
31
1268
$61 ﹤0.01%
3
1269
$60 ﹤0.01%
56
1270
$56 ﹤0.01%
12
1271
$48 ﹤0.01%
5
1272
$41 ﹤0.01%
1
1273
$32 ﹤0.01%
4
1274
$27 ﹤0.01%
6
1275
$16 ﹤0.01%
1
49 50
51
52 53