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
626
$101K ﹤0.01%
1,106
627
$100K ﹤0.01%
1,238
-268
628
$99.8K ﹤0.01%
787
629
$99.8K ﹤0.01%
1,201
630
$99.8K ﹤0.01%
446
+62
631
$99.2K ﹤0.01%
1,002
+2
632
$99.2K ﹤0.01%
2,500
633
$99.2K ﹤0.01%
363
634
$98.8K ﹤0.01%
2,026
+429
635
$96.5K ﹤0.01%
939
636
$95.3K ﹤0.01%
+354
637
$95K ﹤0.01%
11,447
-1,185
638
$94.7K ﹤0.01%
2,907
+689
639
$94.7K ﹤0.01%
750
640
$94.7K ﹤0.01%
1,172
641
$94.1K ﹤0.01%
2,786
+27
642
$93.2K ﹤0.01%
360
643
$93.1K ﹤0.01%
1,521
644
$93K ﹤0.01%
297
+13
645
$92.2K ﹤0.01%
244
-56
646
$91.3K ﹤0.01%
7,972
-384
647
$90.9K ﹤0.01%
326
-29
648
$90.4K ﹤0.01%
2,844
+7
649
$89.9K ﹤0.01%
1,223
+52
650
$89.2K ﹤0.01%
692
+112
24 25
26
27 28