WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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 7.21%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$324K 0.01%
3,674
-139
452
$320K 0.01%
5,858
-7
453
$318K 0.01%
11,982
454
$317K 0.01%
16,060
455
$315K 0.01%
14,764
-35,952
456
$314K 0.01%
5,681
457
$310K 0.01%
1,991
-758
458
$305K 0.01%
2,335
+900
459
$303K 0.01%
2,631
+274
460
$303K 0.01%
7,100
461
$299K 0.01%
16,160
-11,450
462
$297K 0.01%
736
463
$295K 0.01%
1,553
464
$295K 0.01%
1,020
-486
465
$294K 0.01%
27,986
-17,224
466
$292K 0.01%
5,061
467
$289K 0.01%
2,031
+100
468
$289K 0.01%
3,600
469
$288K 0.01%
2,378
470
$288K 0.01%
2,255
+61
471
$286K 0.01%
11,000
+787
472
$282K 0.01%
2,232
-370
473
$282K 0.01%
1,500
474
$282K 0.01%
2,182
-40
475
$282K 0.01%
4,717
+1,936
17 18
19
20 21