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
401
$476K 0.01%
2,835
402
$475K 0.01%
82
-6
403
$474K 0.01%
2,752
-80
404
$466K 0.01%
1,496
-285
405
$451K 0.01%
4,770
+470
406
$447K 0.01%
5,902
407
$445K 0.01%
25,750
408
$437K 0.01%
4,333
-334
409
$431K 0.01%
4,011
+154
410
$431K 0.01%
7,625
411
$428K 0.01%
1,881
-147
412
$426K 0.01%
1,790
+35
413
$425K 0.01%
10,113
-1,907
414
$424K 0.01%
1,295
+30
415
$423K 0.01%
8,415
416
$409K 0.01%
13,521
+18
417
$409K 0.01%
5,850
418
$403K 0.01%
2,079
-83
419
$393K 0.01%
733
+24
420
$388K 0.01%
1,254
+14
421
$386K 0.01%
2,185
+403
422
$385K 0.01%
1,604
+106
423
$385K 0.01%
1,560
+45
424
$384K 0.01%
1,893
+405
425
$384K 0.01%
1,815
15 16
17
18 19