WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.82B
1-Year Est. Return
24.06%
This Fund
S&P 500
1 Year Est. Return
+24.06%
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
Wheaton Precious Metals
WPM
$69.3B
| – | – |
-200
|
|
||
1502
WPP
WPP
$4.47B
| – | – |
-1,107
|
|
||
1503
Willis Towers Watson
WTW
$30.3B
| – | – |
-36
|
|
||
1504
Xenon Pharmaceuticals
XENE
$3.23B
| – | – |
-36
|
|
||
1505
Yeti Holdings
YETI
$3.56B
| – | – |
-200
|
|
||
1506
GigaCloud Technology
GCT
$1.51B
| – | – |
-405
|
|
||
1507
Sea Limited
SE
$72.2B
| – | – |
-530
|
|
||
1508
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.7B
| – | – |
-14,457
|
|