WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.69B
1-Year Est. Return
23.03%
1 Year Est. Return
+23.03%
AUM
$4.69B
AUM Growth
+$283M
(+6.4%)
Holding
1,508
Top Buys
| 1 | +$13.9M | |
| 2 | +$10.1M | |
| 3 | +$7.94M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$7.55M |
| 5 |
EQT Corp
EQT
|
+$6.89M |
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 | |
|---|---|---|---|---|---|---|
1501
Jazz Pharmaceuticals
JAZZ
$10.5B
| – | – |
-1
|
|
||
1502
Johnson Controls International
JCI
$70.7B
| – | – |
-1,232
|
|
||
|
JNPR
1503
DELISTED
Juniper Networks
JNPR
| – | – |
-142
|
|
||
1504
KB Financial Group
KB
$31B
| – | – |
-107
|
|
||
|
KLG
1505
DELISTED
WK Kellogg Co
KLG
| – | – |
-3,675
|
|
||
1506
Liberty Global Class A
LBTYA
$3.83B
| – | – |
-35
|
|
||
1507
Liberty Global Class C
LBTYK
$3.84B
| – | – |
-57
|
|
||
1508
Liberty Latin America Class A
LILA
$1.71B
| – | – |
-5
|
|