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
276
$1.38M 0.03%
5,021
+38
277
$1.38M 0.03%
9,936
+1,944
278
$1.37M 0.03%
19,540
-317
279
$1.37M 0.03%
2,741
-1
280
$1.37M 0.03%
99,851
+30,164
281
$1.34M 0.03%
25,928
-3,012
282
$1.34M 0.03%
18,004
-329
283
$1.34M 0.03%
18,749
284
$1.33M 0.03%
4,036
-62
285
$1.33M 0.03%
38,661
286
$1.33M 0.03%
9,994
+2,012
287
$1.32M 0.03%
869
+4
288
$1.32M 0.03%
7,653
+116
289
$1.32M 0.03%
95,879
+27,335
290
$1.31M 0.03%
11,237
-149
291
$1.3M 0.03%
6,768
-1,341
292
$1.28M 0.03%
12,905
293
$1.26M 0.03%
3,932
+45
294
$1.26M 0.03%
2,875
-282
295
$1.23M 0.03%
12,437
-378
296
$1.23M 0.03%
79,790
+28,664
297
$1.2M 0.03%
14,902
+148
298
$1.19M 0.03%
9,600
299
$1.18M 0.03%
30,500
300
$1.16M 0.03%
4,662
-396
10 11
12
13 14