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
151
$4.3M 0.12%
31,871
+1,185
152
$4.16M 0.12%
148,585
-112,406
153
$4.1M 0.11%
31,709
-1,428
154
$4.05M 0.11%
26,680
+1,068
155
$4.05M 0.11%
20,349
-801
156
$4.01M 0.11%
9,008
+140
157
$3.98M 0.11%
74,937
+230
158
$3.97M 0.11%
7,688
+284
159
$3.93M 0.11%
14,865
-2,985
160
$3.9M 0.11%
16,535
+314
161
$3.89M 0.11%
49,917
-1,874
162
$3.85M 0.11%
9,425
+361
163
$3.82M 0.11%
12,575
-30,536
164
$3.81M 0.11%
91,660
+1,984
165
$3.81M 0.11%
27,600
+1,069
166
$3.76M 0.1%
54,560
+2,046
167
$3.76M 0.1%
28,439
+865
168
$3.76M 0.1%
10,064
-49
169
$3.73M 0.1%
10,232
170
$3.65M 0.1%
83,177
+5,700
171
$3.65M 0.1%
+49,594
172
$3.65M 0.1%
80,125
-9,859
173
$3.64M 0.1%
35,595
-9,077
174
$3.63M 0.1%
14,534
+602
175
$3.58M 0.1%
40,846
+1,499
5 6
7
8 9