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
676
$79.2K ﹤0.01%
1,470
677
$79.2K ﹤0.01%
1,849
678
$78.4K ﹤0.01%
1,610
+10
679
$78.3K ﹤0.01%
983
680
$78.2K ﹤0.01%
1,066
-32
681
$77.8K ﹤0.01%
1,098
682
$77.1K ﹤0.01%
846
+250
683
$76.9K ﹤0.01%
1,476
684
$76.9K ﹤0.01%
992
685
$76.5K ﹤0.01%
900
686
$76.2K ﹤0.01%
247
-1
687
$76.1K ﹤0.01%
493
688
$75.9K ﹤0.01%
408
+50
689
$75.1K ﹤0.01%
960
+15
690
$75.1K ﹤0.01%
550
691
$74.9K ﹤0.01%
214
+13
692
$74.2K ﹤0.01%
687
693
$74K ﹤0.01%
2,607
-1,001
694
$73.4K ﹤0.01%
1,999
-15
695
$73.4K ﹤0.01%
1,350
696
$73.3K ﹤0.01%
492
+30
697
$72.7K ﹤0.01%
+1,509
698
$72.6K ﹤0.01%
818
+13
699
$72.5K ﹤0.01%
574
700
$71.7K ﹤0.01%
2,487
+7
26 27
28
29 30