WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.09%
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
+$7.74M
2
+$5.21M
3
+$5.11M
4
ABNB icon
Airbnb
ABNB
+$4.87M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$4.28M

Top Sells

1
+$9.35M
2
+$8.23M
3
+$5.61M
4
TSLA icon
Tesla
TSLA
+$5.37M
5
STE icon
Steris
STE
+$4.85M

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
1301
– –
-3,838
1302
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1303
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-37
1304
– –
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1305
– –
-323
1306
– –
-2,246
1307
– –
-60
1308
– –
-2,100
1309
– –
-3,400
1310
– –
-32,642
1311
– –
-1,548
1312
– –
-1,347
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