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
426
$383K 0.01%
1,964
+152
427
$382K 0.01%
5,038
-434
428
$376K 0.01%
7,125
429
$372K 0.01%
3,501
-145
430
$369K 0.01%
10,303
431
$366K 0.01%
2,375
+4
432
$357K 0.01%
8,308
+66
433
$356K 0.01%
4,523
-1,901
434
$354K 0.01%
4,542
435
$354K 0.01%
3,523
-200
436
$352K 0.01%
3,645
+496
437
$350K 0.01%
2,500
438
$350K 0.01%
8,214
439
$347K 0.01%
6,881
+2,664
440
$345K 0.01%
1,885
441
$344K 0.01%
5,474
+183
442
$343K 0.01%
1,572
+5
443
$339K 0.01%
8,302
444
$339K 0.01%
2,792
-800
445
$338K 0.01%
8,828
-23
446
$338K 0.01%
4,715
+48
447
$337K 0.01%
18,927
448
$336K 0.01%
7,664
+602
449
$336K 0.01%
583
+4
450
$330K 0.01%
4,130
16 17
18
19 20