WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.82B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$10.5M
3 +$8.94M
4
CRWD icon
CrowdStrike
CRWD
+$6.26M
5
SNOW icon
Snowflake
SNOW
+$5.76M

Top Sells

1 +$20.7M
2 +$14.2M
3 +$10.4M
4
MSI icon
Motorola Solutions
MSI
+$9.37M
5
CVX icon
Chevron
CVX
+$6.2M

Sector Composition

1 Technology 24.93%
2 Financials 11.57%
3 Communication Services 7.54%
4 Consumer Discretionary 7.42%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NXT icon
826
Nextpower Inc
NXT
$15.1B
$28K ﹤0.01%
306
+223
DOCN icon
827
DigitalOcean
DOCN
$5.01B
$27.9K ﹤0.01%
517
ICF icon
828
iShares Select U.S. REIT ETF
ICF
$2.06B
$27.9K ﹤0.01%
464
-336
PPL icon
829
PPL Corp
PPL
$29B
$27.9K ﹤0.01%
799
-408
RMBS icon
830
Rambus
RMBS
$9.5B
$27.7K ﹤0.01%
286
-8
VFC icon
831
VF Corp
VFC
$6.78B
$27.5K ﹤0.01%
1,410
-259
VTRS icon
832
Viatris
VTRS
$16.3B
$27.5K ﹤0.01%
2,214
-637
PLMR icon
833
Palomar
PLMR
$3.4B
$27.4K ﹤0.01%
210
-8
FHN icon
834
First Horizon
FHN
$11B
$27.3K ﹤0.01%
1,108
-635
EWC icon
835
iShares MSCI Canada ETF
EWC
$4.31B
$27.3K ﹤0.01%
500
PI icon
836
Impinj
PI
$2.85B
$27.2K ﹤0.01%
141
-12
SEE icon
837
Sealed Air
SEE
$6.18B
$26.9K ﹤0.01%
650
JBHT icon
838
JB Hunt Transport Services
JBHT
$20.2B
$26.9K ﹤0.01%
131
-7
CGON icon
839
CG Oncology
CGON
$5.11B
$26.9K ﹤0.01%
+666
OMF icon
840
OneMain Financial
OMF
$6.26B
$26.8K ﹤0.01%
375
-343
INOD icon
841
Innodata
INOD
$1.44B
$26.3K ﹤0.01%
404
-10
PCG icon
842
PG&E
PCG
$40B
$26.2K ﹤0.01%
1,623
-634
TRN icon
843
Trinity Industries
TRN
$2.55B
$26.2K ﹤0.01%
898
-7
BFH icon
844
Bread Financial
BFH
$3.11B
$26.1K ﹤0.01%
325
CBRE icon
845
CBRE Group
CBRE
$40.4B
$26K ﹤0.01%
156
ADMA icon
846
ADMA Biologics
ADMA
$3.66B
$25.9K ﹤0.01%
1,414
-22
PODD icon
847
Insulet
PODD
$16.7B
$25.9K ﹤0.01%
88
-43
SITE icon
848
SiteOne Landscape Supply
SITE
$5.81B
$25.9K ﹤0.01%
199
-32
EQH icon
849
Equitable Holdings
EQH
$11.1B
$25.8K ﹤0.01%
529
TW icon
850
Tradeweb Markets
TW
$26.5B
$25.7K ﹤0.01%
232