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
ACM icon
1176
Aecom
ACM
$17.3B
$7.22K ﹤0.01%
64
-933
IPG icon
1177
Interpublic Group of Companies
IPG
$9.33B
$7.02K ﹤0.01%
287
+55
AKAM icon
1178
Akamai
AKAM
$12.1B
$6.78K ﹤0.01%
85
SNX icon
1179
TD Synnex
SNX
$12.3B
$6.65K ﹤0.01%
49
+8
ALGM icon
1180
Allegro MicroSystems
ALGM
$4.99B
$6.63K ﹤0.01%
194
-6
AB icon
1181
AllianceBernstein
AB
$3.56B
$6.49K ﹤0.01%
159
DAL icon
1182
Delta Air Lines
DAL
$38.4B
$6.34K ﹤0.01%
129
+19
YETI icon
1183
Yeti Holdings
YETI
$2.82B
$6.3K ﹤0.01%
200
-61
URBN icon
1184
Urban Outfitters
URBN
$5.73B
$6.17K ﹤0.01%
85
MCRI icon
1185
Monarch Casino & Resort
MCRI
$1.69B
$6.05K ﹤0.01%
70
HI icon
1186
Hillenbrand
HI
$2.23B
$5.98K ﹤0.01%
298
SITM icon
1187
SiTime
SITM
$8.53B
$5.97K ﹤0.01%
28
-1
SHY icon
1188
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$5.96K ﹤0.01%
72
WEC icon
1189
WEC Energy
WEC
$36.7B
$5.83K ﹤0.01%
56
+34
M icon
1190
Macy's
M
$5.46B
$5.83K ﹤0.01%
500
MYRG icon
1191
MYR Group
MYRG
$3.62B
$5.81K ﹤0.01%
32
-14
DT icon
1192
Dynatrace
DT
$14.2B
$5.74K ﹤0.01%
104
DKS icon
1193
Dick's Sporting Goods
DKS
$19.6B
$5.74K ﹤0.01%
+29
JNPR
1194
DELISTED
Juniper Networks
JNPR
$5.67K ﹤0.01%
142
BWXT icon
1195
BWX Technologies
BWXT
$17.7B
$5.62K ﹤0.01%
39
-21
RF icon
1196
Regions Financial
RF
$21.8B
$5.57K ﹤0.01%
237
CE icon
1197
Celanese
CE
$4.52B
$5.53K ﹤0.01%
100
RVLV icon
1198
Revolve Group
RVLV
$1.53B
$5.47K ﹤0.01%
273
ANRO icon
1199
Alto Neuroscience
ANRO
$357M
$5.46K ﹤0.01%
2,482
FLUT icon
1200
Flutter Entertainment
FLUT
$39B
$5.43K ﹤0.01%
+19