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
526
$195K ﹤0.01%
753
-1
527
$194K ﹤0.01%
2,178
528
$192K ﹤0.01%
5,889
529
$192K ﹤0.01%
1,554
+786
530
$190K ﹤0.01%
1,059
-6
531
$189K ﹤0.01%
4,228
+7
532
$188K ﹤0.01%
2,740
-138
533
$187K ﹤0.01%
2,990
534
$187K ﹤0.01%
4,306
-49
535
$186K ﹤0.01%
7,800
536
$180K ﹤0.01%
4,021
537
$178K ﹤0.01%
+2,972
538
$178K ﹤0.01%
1,000
539
$177K ﹤0.01%
947
540
$176K ﹤0.01%
2,420
541
$175K ﹤0.01%
2,719
542
$173K ﹤0.01%
7,275
+5,750
543
$172K ﹤0.01%
888
+115
544
$172K ﹤0.01%
708
545
$170K ﹤0.01%
1,124
546
$168K ﹤0.01%
1,165
+25
547
$167K ﹤0.01%
1,162
548
$167K ﹤0.01%
1,022
-13
549
$167K ﹤0.01%
1,780
550
$165K ﹤0.01%
2,935
-27
20 21
22
23 24