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
351
$715K 0.02%
29,224
-10,574
352
$711K 0.02%
11,156
353
$705K 0.02%
3,227
+222
354
$700K 0.02%
5,292
-565
355
$693K 0.02%
23,155
-330
356
$692K 0.02%
5,866
357
$689K 0.02%
40,000
358
$688K 0.02%
10,263
359
$685K 0.02%
3,784
360
$660K 0.02%
5,533
-195
361
$659K 0.01%
994
-32
362
$652K 0.01%
7,164
363
$643K 0.01%
10,131
+193
364
$639K 0.01%
544
365
$638K 0.01%
4,682
-178
366
$636K 0.01%
1,784
367
$634K 0.01%
3,759
+20
368
$630K 0.01%
50,345
+15,566
369
$629K 0.01%
16,910
-833
370
$628K 0.01%
899
+58
371
$626K 0.01%
2,202
372
$620K 0.01%
8,182
+13
373
$619K 0.01%
4,391
+112
374
$616K 0.01%
4,006
+17
375
$605K 0.01%
1,134
13 14
15
16 17