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
651
$88.3K ﹤0.01%
1,134
-13
652
$87.9K ﹤0.01%
1,109
+33
653
$87.8K ﹤0.01%
20,660
-6,238
654
$87.7K ﹤0.01%
800
655
$87.3K ﹤0.01%
1,212
-56
656
$86.6K ﹤0.01%
169
+7
657
$85.7K ﹤0.01%
194
658
$85.3K ﹤0.01%
1,540
-904
659
$85.3K ﹤0.01%
950
660
$85.1K ﹤0.01%
662
661
$84.8K ﹤0.01%
530
+193
662
$84.6K ﹤0.01%
596
663
$84.1K ﹤0.01%
2,190
-43
664
$82.8K ﹤0.01%
391
665
$82.8K ﹤0.01%
1,294
+86
666
$82.6K ﹤0.01%
558
667
$82.3K ﹤0.01%
343
-10
668
$82.3K ﹤0.01%
457
+15
669
$81.9K ﹤0.01%
1,903
+702
670
$81.9K ﹤0.01%
928
-155
671
$81.2K ﹤0.01%
725
+290
672
$81.1K ﹤0.01%
330
673
$80.4K ﹤0.01%
846
+228
674
$80K ﹤0.01%
510
675
$79.9K ﹤0.01%
850
25 26
27
28 29