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
551
$165K ﹤0.01%
600
552
$164K ﹤0.01%
2,405
-947
553
$163K ﹤0.01%
13,300
554
$159K ﹤0.01%
7,766
-619
555
$158K ﹤0.01%
1,384
+22
556
$157K ﹤0.01%
1,499
-10
557
$155K ﹤0.01%
1,300
558
$154K ﹤0.01%
542
559
$153K ﹤0.01%
3,026
560
$151K ﹤0.01%
838
-3
561
$149K ﹤0.01%
3,576
562
$147K ﹤0.01%
1,082
+155
563
$147K ﹤0.01%
2,172
564
$145K ﹤0.01%
5,100
+600
565
$145K ﹤0.01%
1,787
-62
566
$144K ﹤0.01%
1,358
+40
567
$144K ﹤0.01%
1,176
-8
568
$144K ﹤0.01%
8,005
569
$143K ﹤0.01%
16,060
570
$139K ﹤0.01%
2,490
571
$137K ﹤0.01%
1,337
572
$137K ﹤0.01%
2,094
+377
573
$136K ﹤0.01%
+865
574
$136K ﹤0.01%
1,824
575
$136K ﹤0.01%
667
+2
21 22
23
24 25