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
576
$136K ﹤0.01%
1,585
-53
577
$134K ﹤0.01%
1,023
-4
578
$134K ﹤0.01%
2,906
+20
579
$132K ﹤0.01%
324
+43
580
$131K ﹤0.01%
2,171
+192
581
$130K ﹤0.01%
1,232
-19
582
$128K ﹤0.01%
1,190
583
$126K ﹤0.01%
668
-143
584
$125K ﹤0.01%
1,758
+15
585
$125K ﹤0.01%
720
586
$125K ﹤0.01%
4,140
587
$122K ﹤0.01%
2,895
588
$122K ﹤0.01%
1,414
+34
589
$121K ﹤0.01%
1,677
+2
590
$120K ﹤0.01%
817
-27
591
$120K ﹤0.01%
3,305
592
$120K ﹤0.01%
1,001
+1
593
$120K ﹤0.01%
400
594
$120K ﹤0.01%
1,491
+51
595
$119K ﹤0.01%
435
596
$119K ﹤0.01%
1,984
-293
597
$118K ﹤0.01%
1,405
-200
598
$118K ﹤0.01%
1,093
+54
599
$117K ﹤0.01%
1,094
600
$116K ﹤0.01%
900
22 23
24
25 26