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
326
$867K 0.02%
14,862
+4,269
327
$851K 0.02%
10,707
328
$830K 0.02%
6,149
329
$820K 0.02%
4,472
-66
330
$811K 0.02%
3,876
+15
331
$811K 0.02%
3,406
+358
332
$810K 0.02%
4,085
-1
333
$805K 0.02%
7,193
+1,230
334
$798K 0.02%
5,757
-616
335
$791K 0.02%
2,969
+74
336
$789K 0.02%
25,729
-175
337
$783K 0.02%
5,018
+1,432
338
$782K 0.02%
16,524
+5,814
339
$773K 0.02%
9,501
+280
340
$772K 0.02%
20,136
+7,188
341
$771K 0.02%
7,486
+3,127
342
$767K 0.02%
24,433
+9,019
343
$746K 0.02%
5,130
-392
344
$742K 0.02%
10,690
+3,646
345
$742K 0.02%
1,816
+67
346
$729K 0.02%
96,910
-13,565
347
$728K 0.02%
14,848
-27,320
348
$726K 0.02%
16,037
+92
349
$723K 0.02%
1,605
-55
350
$715K 0.02%
6,588
12 13
14
15 16