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
251
$1.79M 0.04%
2,336
+711
252
$1.76M 0.04%
7,962
-328
253
$1.73M 0.04%
16,501
-252
254
$1.73M 0.04%
17,485
-651
255
$1.71M 0.04%
14,309
+127
256
$1.68M 0.04%
3,620
+8
257
$1.67M 0.04%
25,500
258
$1.65M 0.04%
5,867
+233
259
$1.64M 0.04%
23,476
+6,424
260
$1.62M 0.04%
11,451
-122
261
$1.62M 0.04%
5,328
+1,349
262
$1.59M 0.04%
118,065
+3,704
263
$1.57M 0.04%
74,985
264
$1.55M 0.04%
14,093
265
$1.52M 0.03%
14,028
266
$1.52M 0.03%
18,440
267
$1.48M 0.03%
7,368
+144
268
$1.47M 0.03%
6,616
-4
269
$1.46M 0.03%
14,457
-23,403
270
$1.44M 0.03%
20,972
+3
271
$1.44M 0.03%
33,844
+27,442
272
$1.42M 0.03%
39,890
-1,723
273
$1.4M 0.03%
13,683
-31
274
$1.39M 0.03%
6,077
275
$1.38M 0.03%
10,742
-146
9 10
11
12 13