WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.09%
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
26
$32.6M 0.74%
32,937
+366
27
$32.5M 0.74%
45,894
+951
28
$31.1M 0.7%
251,678
-8,365
29
$30M 0.68%
170,335
-541
30
$29.4M 0.67%
136,352
+1,597
31
$29.2M 0.66%
199,924
+3,217
32
$29.2M 0.66%
40
33
$28.7M 0.65%
130,832
+2,577
34
$26.9M 0.61%
170,671
-6,960
35
$25.9M 0.59%
190,789
+1,643
36
$25.5M 0.58%
233,242
+4,234
37
$25.4M 0.58%
451,887
+17,094
38
$24.8M 0.56%
43,577
-407
39
$24.5M 0.56%
45,129
+10,555
40
$24.5M 0.55%
87,459
-355
41
$24.2M 0.55%
51,555
+2,122
42
$22M 0.5%
138,008
-12,985
43
$21.7M 0.49%
174,846
+1,703
44
$21.4M 0.48%
270,155
+6,322
45
$20.7M 0.47%
135,256
-6,162
46
$20.3M 0.46%
135,824
+3,636
47
$20.3M 0.46%
207,647
+61,063
48
$19.9M 0.45%
77,702
+2,010
49
$19.6M 0.44%
99,861
+97,537
50
$19.5M 0.44%
55,591
-1,002
1
2
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