WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.69B
1-Year Est. Return
23.03%
1 Year Est. Return
+23.03%
AUM
$4.41B
AUM Growth
+$450M
(+11%)
Holding
1,485
Top Buys
| 1 | +$19.1M | |
| 2 | +$13.4M | |
| 3 | +$12.2M | |
| 4 |
Tesla
TSLA
|
+$10.2M |
| 5 |
McKesson
MCK
|
+$6.08M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$8.06M | |
| 3 | +$7.87M | |
| 4 |
Mondelez International
MDLZ
|
+$6.62M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1476
ACI Worldwide
ACIW
$5.05B
| – | – |
-45
|
|
||
|
VG
1477
Venture Global Inc
VG
$19.4B
| – | – |
-984
|
|
||
1478
WillScot Mobile Mini Holdings
WSC
$3.32B
| – | – |
-454
|
|
||
1479
Warner Music
WMG
$15.8B
| – | – |
-842
|
|
||
1480
Weatherford International
WFRD
$5.25B
| – | – |
-24
|
|
||
1481
Trex
TREX
$3.54B
| – | – |
-512
|
|
||
1482
Columbia Emerging Markets Consumer ETF
ECON
$241M
| – | – |
-332
|
|
||
1483
Stellantis
STLA
$29.6B
| – | – |
-1,597
|
|
||
1484
Trip.com Group
TCOM
$45.9B
| – | – |
-9,599
|
|
||
1485
Tencent Music
TME
$32.8B
| – | – |
-136
|
|