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
301
$1.15M 0.03%
12,295
302
$1.13M 0.03%
6,174
+66
303
$1.13M 0.03%
13,252
-75
304
$1.12M 0.03%
24,714
305
$1.1M 0.03%
43,532
306
$1.08M 0.02%
19,941
+7,057
307
$1.07M 0.02%
65,724
308
$1.07M 0.02%
31,727
-679
309
$1.06M 0.02%
6,451
310
$1.01M 0.02%
2,876
-349
311
$1.01M 0.02%
30,701
-1,614
312
$1.01M 0.02%
11,531
-299
313
$1M 0.02%
9,489
314
$982K 0.02%
10,005
+5
315
$973K 0.02%
7,746
316
$946K 0.02%
17,114
+7,691
317
$943K 0.02%
5,208
+4
318
$940K 0.02%
16,546
+15,042
319
$934K 0.02%
10,253
320
$925K 0.02%
30,663
321
$921K 0.02%
32,100
+96
322
$905K 0.02%
26,901
+9,801
323
$892K 0.02%
5,375
+50
324
$869K 0.02%
10,936
-226
325
$868K 0.02%
12,591
-1,324
11 12
13
14 15