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
201
$2.44M 0.07%
18,848
+722
202
$2.43M 0.07%
10,737
-995
203
$2.42M 0.07%
58,480
204
$2.42M 0.07%
20,388
-1,116
205
$2.35M 0.07%
+7,989
206
$2.33M 0.06%
32,910
+3
207
$2.29M 0.06%
12,197
+539
208
$2.26M 0.06%
52,222
+1,944
209
$2.25M 0.06%
20,928
+792
210
$2.19M 0.06%
18,143
-238
211
$2.16M 0.06%
16,303
+117
212
$2.15M 0.06%
101,259
+3,855
213
$2.1M 0.06%
2,542
-1
214
$2.01M 0.06%
12,155
215
$2.01M 0.06%
31,700
+3,263
216
$1.98M 0.06%
11,692
+172
217
$1.97M 0.05%
20,255
+593
218
$1.95M 0.05%
4,428
+154
219
$1.95M 0.05%
9,837
-30,714
220
$1.92M 0.05%
7,181
+81
221
$1.88M 0.05%
+29,231
222
$1.87M 0.05%
16,645
-450
223
$1.85M 0.05%
86,379
-2,850
224
$1.85M 0.05%
7,976
-20
225
$1.84M 0.05%
+32,193
7 8
9
10 11