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
501
$241K 0.01%
2,582
-193
502
$239K 0.01%
3,442
+98
503
$234K 0.01%
481
+1
504
$230K 0.01%
221
+1
505
$229K 0.01%
10,368
506
$228K 0.01%
9,575
507
$224K 0.01%
1,845
-35
508
$224K 0.01%
2,573
+1,973
509
$221K 0.01%
3,195
-49
510
$216K ﹤0.01%
1,698
511
$216K ﹤0.01%
4,109
+597
512
$213K ﹤0.01%
2,562
513
$211K ﹤0.01%
4,275
+1,710
514
$210K ﹤0.01%
2,134
515
$210K ﹤0.01%
1,670
516
$210K ﹤0.01%
631
517
$206K ﹤0.01%
2,120
+526
518
$205K ﹤0.01%
+3,770
519
$205K ﹤0.01%
4,707
-53
520
$204K ﹤0.01%
655
+46
521
$203K ﹤0.01%
11,076
-9,420
522
$202K ﹤0.01%
1,561
523
$201K ﹤0.01%
354
524
$197K ﹤0.01%
5,058
525
$196K ﹤0.01%
8,025
19 20
21
22 23