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
$4.41B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$13.4M
3 +$12.2M
4
TSLA icon
Tesla
TSLA
+$10.2M
5
MCK icon
McKesson
MCK
+$6.08M

Top Sells

1 +$10.3M
2 +$8.06M
3 +$7.87M
4
MDLZ icon
Mondelez International
MDLZ
+$6.62M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.67M

Sector Composition

1 Technology 25.27%
2 Financials 11.89%
3 Consumer Discretionary 7.65%
4 Industrials 7.19%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TYL icon
901
Tyler Technologies
TYL
$18.9B
$28.5K ﹤0.01%
48
+8
FANG icon
902
Diamondback Energy
FANG
$43.3B
$28.4K ﹤0.01%
207
+71
SFM icon
903
Sprouts Farmers Market
SFM
$7.65B
$28.3K ﹤0.01%
172
-31
SITE icon
904
SiteOne Landscape Supply
SITE
$6.57B
$27.9K ﹤0.01%
231
R icon
905
Ryder
R
$7.7B
$27.8K ﹤0.01%
175
MOO icon
906
VanEck Agribusiness ETF
MOO
$639M
$27.8K ﹤0.01%
378
-11
KRC icon
907
Kilroy Realty
KRC
$4.46B
$27.7K ﹤0.01%
809
PODD icon
908
Insulet
PODD
$20.2B
$27.6K ﹤0.01%
88
+1
PCTY icon
909
Paylocity
PCTY
$7.62B
$27.5K ﹤0.01%
152
-4
QTWO icon
910
Q2 Holdings
QTWO
$4.07B
$27.5K ﹤0.01%
294
+282
JBL icon
911
Jabil
JBL
$26.5B
$27.3K ﹤0.01%
125
DEM icon
912
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.38B
$27.2K ﹤0.01%
+601
PPL icon
913
PPL Corp
PPL
$27.2B
$27.1K ﹤0.01%
799
-19
INOD icon
914
Innodata
INOD
$1.96B
$27K ﹤0.01%
528
+102
HURN icon
915
Huron Consulting
HURN
$3.16B
$27K ﹤0.01%
196
+158
GNTX icon
916
Gentex
GNTX
$5.24B
$26.9K ﹤0.01%
1,222
EA icon
917
Electronic Arts
EA
$51.1B
$26.8K ﹤0.01%
168
USHY icon
918
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$26.8K ﹤0.01%
714
TR icon
919
Tootsie Roll Industries
TR
$2.73B
$26.7K ﹤0.01%
799
-221
LULU icon
920
lululemon athletica
LULU
$23.7B
$26.6K ﹤0.01%
112
-13,593
LAMR icon
921
Lamar Advertising Co
LAMR
$13.4B
$26.6K ﹤0.01%
219
+17
ENSG icon
922
The Ensign Group
ENSG
$10.5B
$26.5K ﹤0.01%
172
+134
TTAN
923
ServiceTitan Inc
TTAN
$8.5B
$26.5K ﹤0.01%
247
ITB icon
924
iShares US Home Construction ETF
ITB
$2.98B
$26.4K ﹤0.01%
283
-25
HIMS icon
925
Hims & Hers Health
HIMS
$7.14B
$26.3K ﹤0.01%
528
+186