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
601
$116K ﹤0.01%
769
+171
602
$114K ﹤0.01%
3,575
603
$113K ﹤0.01%
3,057
-673
604
$113K ﹤0.01%
2,332
-1,005
605
$113K ﹤0.01%
2,100
606
$112K ﹤0.01%
2,069
607
$111K ﹤0.01%
30
-4
608
$111K ﹤0.01%
896
-3
609
$111K ﹤0.01%
636
-299
610
$110K ﹤0.01%
374
-324
611
$109K ﹤0.01%
+2,251
612
$109K ﹤0.01%
1,775
+76
613
$109K ﹤0.01%
4,210
+74
614
$108K ﹤0.01%
668
-86
615
$108K ﹤0.01%
188
+3
616
$107K ﹤0.01%
6,762
617
$107K ﹤0.01%
4,195
-605
618
$107K ﹤0.01%
1,464
+206
619
$106K ﹤0.01%
886
620
$104K ﹤0.01%
602
-10
621
$104K ﹤0.01%
1,722
622
$103K ﹤0.01%
213
623
$103K ﹤0.01%
2,843
-410
624
$102K ﹤0.01%
895
+24
625
$101K ﹤0.01%
2,438
+332
23 24
25
26 27