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
126
$5.63M 0.16%
72,236
+2,280
127
$5.46M 0.15%
12,918
+474
128
$5.46M 0.15%
63,054
+19,850
129
$5.43M 0.15%
29,815
-1,865
130
$5.3M 0.15%
13,665
+594
131
$5.28M 0.15%
139,933
+5,482
132
$5.24M 0.15%
13,731
+505
133
$5.21M 0.14%
44,548
+1,723
134
$5.2M 0.14%
140,530
+5,755
135
$5.18M 0.14%
34,134
+31,898
136
$5.16M 0.14%
26,263
+320
137
$5.1M 0.14%
33,581
+1,242
138
$5.02M 0.14%
28,872
-841
139
$4.97M 0.14%
93,164
+3,929
140
$4.95M 0.14%
59,083
-2,227
141
$4.87M 0.14%
277,301
+3,483
142
$4.83M 0.13%
243,092
+890
143
$4.81M 0.13%
27,809
-1,483
144
$4.78M 0.13%
21,123
-47
145
$4.63M 0.13%
21,068
+790
146
$4.62M 0.13%
15,487
-414
147
$4.56M 0.13%
127,051
+3,462
148
$4.44M 0.12%
7,988
-16,997
149
$4.42M 0.12%
21,714
-502
150
$4.4M 0.12%
168,085
+6,230
4 5
6
7 8