WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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 7.19%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.2M 0.44%
60,518
+32,159
52
$19M 0.43%
102,505
+973
53
$18.9M 0.43%
205,120
+1,615
54
$18.7M 0.42%
100,372
+3,215
55
$18.5M 0.42%
64,993
+229
56
$18.3M 0.42%
24,338
+876
57
$17.7M 0.4%
34,677
+23,862
58
$17.1M 0.39%
158,198
+813
59
$16.9M 0.38%
41,759
+570
60
$16.4M 0.37%
22,478
+757
61
$16.1M 0.37%
92,681
-10,640
62
$15.9M 0.36%
54,391
-3,183
63
$15.3M 0.35%
64,382
-37
64
$15.2M 0.35%
39,120
+1,304
65
$15.2M 0.34%
69,472
+110
66
$14.5M 0.33%
66,462
+1,783
67
$14.4M 0.33%
19,626
+8,301
68
$14.3M 0.32%
113,262
+3,195
69
$14M 0.32%
38,267
-1,895
70
$13.9M 0.32%
26,360
+795
71
$13.8M 0.31%
136,390
+4,409
72
$13.6M 0.31%
27,831
+919
73
$13.4M 0.3%
31,815
+1,072
74
$13.2M 0.3%
34,129
-460
75
$13.1M 0.3%
40,663
+1,855
1 2
3
4 5