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
376
$604K 0.01%
5,992
-978
377
$600K 0.01%
11,453
378
$598K 0.01%
7,891
-3,910
379
$595K 0.01%
748
+11
380
$594K 0.01%
+21,156
381
$589K 0.01%
1,912
-56
382
$583K 0.01%
5,877
+33
383
$578K 0.01%
5,556
384
$578K 0.01%
2,304
+173
385
$575K 0.01%
10,167
-118
386
$550K 0.01%
5,520
387
$548K 0.01%
5,431
-1,491
388
$547K 0.01%
10,262
389
$540K 0.01%
6,580
390
$535K 0.01%
14,412
-619
391
$534K 0.01%
1,832
+184
392
$533K 0.01%
5,609
+7
393
$526K 0.01%
4,440
394
$507K 0.01%
22,529
-714
395
$501K 0.01%
15,358
-842
396
$500K 0.01%
5,326
397
$497K 0.01%
5,146
398
$487K 0.01%
3,303
-5
399
$483K 0.01%
48,591
400
$480K 0.01%
18,118
-150
14 15
16
17 18