WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$14.2M
2
+$12.1M
3
+$10.3M
4
TSLA icon
Tesla
TSLA
+$9.69M
5
MCK icon
McKesson
MCK
+$5.86M

Top Sells

1
+$10.1M
2
+$9.64M
3
+$7.93M
4
MDLZ icon
Mondelez International
MDLZ
+$6.55M
5
LULU icon
lululemon athletica
LULU
+$3.74M

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
226
$2.47M 0.06%
4,390
+22
227
$2.43M 0.06%
11,681
+101
228
$2.39M 0.05%
18,853
-2,460
229
$2.37M 0.05%
11,577
-14
230
$2.35M 0.05%
15,828
+38
231
$2.34M 0.05%
17,711
+217
232
$2.27M 0.05%
22,368
+2,976
233
$2.26M 0.05%
19,306
-42
234
$2.24M 0.05%
31,765
+5,637
235
$2.22M 0.05%
4,530
+994
236
$2.18M 0.05%
89,329
+4,015
237
$2.17M 0.05%
16,240
-2,180
238
$2.14M 0.05%
26,655
-150
239
$2.14M 0.05%
7,416
240
$2.1M 0.05%
2,349
-246
241
$2.02M 0.05%
30,238
-34
242
$2.01M 0.05%
20,616
-39
243
$1.97M 0.04%
49,358
+14,796
244
$1.93M 0.04%
10,641
245
$1.92M 0.04%
14,135
+425
246
$1.89M 0.04%
46,408
+1,376
247
$1.87M 0.04%
9,545
+1,800
248
$1.86M 0.04%
4,576
+4,494
249
$1.85M 0.04%
18,412
-3,015
250
$1.83M 0.04%
16,618
+1,451
8 9
10
11 12