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
VPG icon
901
Vishay Precision Group
VPG
$465M
$19.4K ﹤0.01%
600
HBI icon
902
Hanesbrands
HBI
$19.3K ﹤0.01%
2,804
DOCN icon
903
DigitalOcean
DOCN
$4.08B
$19.3K ﹤0.01%
517
LZ icon
904
LegalZoom.com
LZ
$1.62B
$19.3K ﹤0.01%
1,886
HQY icon
905
HealthEquity
HQY
$8.52B
$19.2K ﹤0.01%
217
-5
CVNA icon
906
Carvana
CVNA
$54B
$19.2K ﹤0.01%
51
+29
JBHT icon
907
JB Hunt Transport Services
JBHT
$17.7B
$19K ﹤0.01%
138
-1
AMKR icon
908
Amkor Technology
AMKR
$10B
$19K ﹤0.01%
647
WS icon
909
Worthington Steel
WS
$1.74B
$19K ﹤0.01%
600
PVH icon
910
PVH
PVH
$4.08B
$18.8K ﹤0.01%
225
NMIH icon
911
NMI Holdings
NMIH
$2.94B
$18.6K ﹤0.01%
506
-8
CNA icon
912
CNA Financial
CNA
$12.5B
$18.6K ﹤0.01%
400
BL icon
913
BlackLine
BL
$3.44B
$18.5K ﹤0.01%
359
-78
APA icon
914
APA Corp
APA
$9.03B
$18.5K ﹤0.01%
752
+1
CFG icon
915
Citizens Financial Group
CFG
$23.5B
$18.4K ﹤0.01%
342
+86
RRX icon
916
Regal Rexnord
RRX
$9.52B
$18.3K ﹤0.01%
+124
MGM icon
917
MGM Resorts International
MGM
$9.67B
$18.3K ﹤0.01%
538
LEN icon
918
Lennar Class A
LEN
$32B
$18.2K ﹤0.01%
140
OGN icon
919
Organon & Co
OGN
$1.95B
$18.1K ﹤0.01%
1,647
FHI icon
920
Federated Hermes
FHI
$3.89B
$18.1K ﹤0.01%
350
BFH icon
921
Bread Financial
BFH
$3.16B
$18.1K ﹤0.01%
325
LH icon
922
Labcorp
LH
$22B
$18K ﹤0.01%
65
HEI icon
923
HEICO Corp
HEI
$42.9B
$18K ﹤0.01%
56
BC icon
924
Brunswick
BC
$4.44B
$17.9K ﹤0.01%
270
ULTA icon
925
Ulta Beauty
ULTA
$24.6B
$17.8K ﹤0.01%
32
-4