WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.82B
1-Year Est. Return
24.09%
This Fund
S&P 500
1 Year Est. Return
+24.09%
AUM
$4.69B
AUM Growth
+$283M
(+6.4%)
Holding
1,508
Top Buys
| 1 | +$12.9M | |
| 2 | +$9.9M | |
| 3 | +$7.61M | |
| 4 |
EQT Corp
EQT
|
+$6.49M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$6.47M |
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
KB Financial Group
KB
$36.5B
| – | – |
-107
|
|
||
1502
Liberty Global Class A
LBTYA
$4.11B
| – | – |
-35
|
|
||
1503
Linde
LIN
$230B
| – | – |
-51,555
|
|
||
1504
Lantheus
LNTH
$4.96B
| – | – |
-246
|
|
||
1505
LyondellBasell Industries
LYB
$25B
| – | – |
-60
|
|
||
1506
Lloyds Banking Group
LYG
$73.8B
| – | – |
-20,660
|
|
||
1507
Mid-America Apartment Communities
MAA
$14.4B
| – | – |
-558
|
|
||
1508
Medtronic
MDT
$113B
| – | – |
-11,531
|
|