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
476
$281K 0.01%
4,452
477
$276K 0.01%
2,567
+24
478
$275K 0.01%
1,600
479
$274K 0.01%
5,883
-1,300
480
$273K 0.01%
+1,283
481
$272K 0.01%
11,437
-3,920
482
$272K 0.01%
8,761
-3,503
483
$271K 0.01%
6,729
+4
484
$270K 0.01%
2,965
+62
485
$270K 0.01%
505
+7
486
$269K 0.01%
2,264
+43
487
$269K 0.01%
2,444
-521
488
$268K 0.01%
3,610
-1,341
489
$267K 0.01%
5,135
-40
490
$262K 0.01%
3,516
-231
491
$260K 0.01%
3,097
492
$255K 0.01%
1,558
+264
493
$253K 0.01%
4,950
494
$249K 0.01%
3,693
-858
495
$244K 0.01%
2,705
-587
496
$244K 0.01%
6,509
497
$242K 0.01%
544
-8
498
$242K 0.01%
2,632
-2
499
$241K 0.01%
3,842
-7
500
$241K 0.01%
9,089
-2,255
18 19
20
21 22