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
$4.69B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,508
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.1M
3
+$7.94M
4
TMO icon
Thermo Fisher Scientific
TMO
+$7.55M
5
EQT icon
EQT Corp
EQT
+$6.89M

Top Sells

1
+$39.9M
2
+$24.2M
3
+$11M
4
IQV icon
IQVIA
IQV
+$10.2M
5
TSM icon
TSMC
TSM
+$8.51M

Sector Composition

1 Technology 26.46%
2 Financials 11.34%
3 Consumer Discretionary 7.47%
4 Communication Services 6.76%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APAM icon
676
Artisan Partners
APAM
$2.91B
$53.3K ﹤0.01%
1,212
CYRX icon
677
CryoPort
CYRX
$461M
$53.2K ﹤0.01%
+5,500
STEP icon
678
StepStone Group
STEP
$4.89B
$53.2K ﹤0.01%
795
+52
WY icon
679
Weyerhaeuser
WY
$15.9B
$53K ﹤0.01%
2,109
NEM icon
680
Newmont
NEM
$100B
$52.6K ﹤0.01%
606
+216
JPST icon
681
JPMorgan Ultra-Short Income ETF
JPST
$35B
$52.6K ﹤0.01%
1,040
ALNY icon
682
Alnylam Pharmaceuticals
ALNY
$60.1B
$52.5K ﹤0.01%
115
+63
LW icon
683
Lamb Weston
LW
$8.29B
$52.3K ﹤0.01%
831
+1
TRNO icon
684
Terreno Realty
TRNO
$6.46B
$52.2K ﹤0.01%
900
AMH icon
685
American Homes 4 Rent
AMH
$11.8B
$52.2K ﹤0.01%
1,598
-1,245
ELF icon
686
e.l.f. Beauty
ELF
$4.57B
$51.7K ﹤0.01%
384
+87
NTRS icon
687
Northern Trust
NTRS
$24.8B
$51.6K ﹤0.01%
390
SNDK
688
Sandisk
SNDK
$30.8B
$51.6K ﹤0.01%
402
CLH icon
689
Clean Harbors
CLH
$12.2B
$51.4K ﹤0.01%
225
+83
HWKN icon
690
Hawkins
HWKN
$2.75B
$51.2K ﹤0.01%
280
IYK icon
691
iShares US Consumer Staples ETF
IYK
$1.32B
$50.9K ﹤0.01%
750
ALGN icon
692
Align Technology
ALGN
$10.5B
$50.6K ﹤0.01%
383
-285
BAR icon
693
GraniteShares Gold Shares
BAR
$1.42B
$50.4K ﹤0.01%
1,317
MATX icon
694
Matsons
MATX
$3.48B
$50.2K ﹤0.01%
500
CELH icon
695
Celsius Holdings
CELH
$11B
$50.1K ﹤0.01%
854
-22
IGV icon
696
iShares Expanded Tech-Software Sector ETF
IGV
$8.15B
$49.7K ﹤0.01%
433
CAG icon
697
Conagra Brands
CAG
$8.45B
$49.7K ﹤0.01%
2,601
-14
K icon
698
Kellanova
K
$28.9B
$49.6K ﹤0.01%
600
LFUS icon
699
Littelfuse
LFUS
$6.31B
$49.5K ﹤0.01%
191
ICF icon
700
iShares Select U.S. REIT ETF
ICF
$1.89B
$49.2K ﹤0.01%
800
26 27
28
29 30