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
176
$3.54M 0.1%
33,201
-129
177
$3.34M 0.09%
14,076
-488
178
$3.31M 0.09%
11,837
+638
179
$3.24M 0.09%
5,987
+5,944
180
$3.17M 0.09%
79,595
+284
181
$3.09M 0.09%
14,365
-1,186
182
$3.08M 0.09%
8,229
-1,673
183
$3M 0.08%
30,903
-1,026
184
$2.95M 0.08%
26,232
-706
185
$2.9M 0.08%
8,536
-28
186
$2.88M 0.08%
41,924
-3,804
187
$2.85M 0.08%
12,761
+456
188
$2.82M 0.08%
16,284
-335
189
$2.78M 0.08%
+77,116
190
$2.75M 0.08%
11,518
-1,436
191
$2.68M 0.07%
30,595
+615
192
$2.67M 0.07%
13,740
-504
193
$2.66M 0.07%
23,437
194
$2.66M 0.07%
24,940
-712
195
$2.62M 0.07%
41,477
-757
196
$2.59M 0.07%
24,320
+240
197
$2.55M 0.07%
50,968
-5,100
198
$2.54M 0.07%
23,897
+237
199
$2.51M 0.07%
5,969
200
$2.47M 0.07%
59,034
+370
6 7
8
9 10