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
701
$71.7K ﹤0.01%
1,911
702
$71K ﹤0.01%
1,200
703
$70.3K ﹤0.01%
1,092
-183
704
$70.1K ﹤0.01%
682
+38
705
$69.8K ﹤0.01%
4,166
706
$69.7K ﹤0.01%
400
707
$69.2K ﹤0.01%
218
708
$68.9K ﹤0.01%
1,117
709
$68.5K ﹤0.01%
1,099
710
$68.1K ﹤0.01%
1,009
711
$67.2K ﹤0.01%
128
+18
712
$67K ﹤0.01%
1,269
-26
713
$66K ﹤0.01%
687
714
$65.1K ﹤0.01%
1,614
+412
715
$64.8K ﹤0.01%
1,712
716
$64.7K ﹤0.01%
651
717
$64.4K ﹤0.01%
720
718
$64.2K ﹤0.01%
232
719
$63.9K ﹤0.01%
1,132
+28
720
$63.8K ﹤0.01%
2,500
721
$63.7K ﹤0.01%
838
-3
722
$63.6K ﹤0.01%
1,352
+331
723
$63.4K ﹤0.01%
213
+12
724
$63.3K ﹤0.01%
1,000
725
$62.8K ﹤0.01%
1,750
+350
27 28
29
30 31