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
726
$62.3K ﹤0.01%
+261
727
$62K ﹤0.01%
700
728
$61.5K ﹤0.01%
605
+326
729
$61.3K ﹤0.01%
441
730
$61.1K ﹤0.01%
184
731
$60.8K ﹤0.01%
1,496
-34
732
$60.4K ﹤0.01%
855
733
$60.4K ﹤0.01%
172
734
$60.1K ﹤0.01%
495
-255
735
$60K ﹤0.01%
2,462
-486
736
$59.8K ﹤0.01%
583
+4
737
$59.4K ﹤0.01%
1,718
738
$59.4K ﹤0.01%
315
739
$59.3K ﹤0.01%
860
740
$59K ﹤0.01%
982
-1,651
741
$58.9K ﹤0.01%
499
-48
742
$58.6K ﹤0.01%
3,675
743
$58.5K ﹤0.01%
273
+74
744
$58.4K ﹤0.01%
794
-2
745
$58.1K ﹤0.01%
637
+116
746
$58.1K ﹤0.01%
1,500
747
$57.9K ﹤0.01%
1,500
748
$57.8K ﹤0.01%
2,638
+867
749
$57.7K ﹤0.01%
3,596
750
$57.6K ﹤0.01%
791
+552
28 29
30
31 32