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
751
$57.6K ﹤0.01%
311
-3
752
$56.6K ﹤0.01%
630
753
$56.5K ﹤0.01%
1,243
754
$56.2K ﹤0.01%
4,000
755
$56.1K ﹤0.01%
700
756
$56.1K ﹤0.01%
1,920
757
$55.7K ﹤0.01%
500
758
$55.6K ﹤0.01%
900
759
$55.2K ﹤0.01%
2,211
760
$55.1K ﹤0.01%
2,000
761
$54.7K ﹤0.01%
583
-292
762
$54.7K ﹤0.01%
264
+83
763
$54.2K ﹤0.01%
2,109
-51
764
$54.1K ﹤0.01%
2,258
-6
765
$54K ﹤0.01%
2,692
+69
766
$54K ﹤0.01%
862
-57
767
$54K ﹤0.01%
1,000
768
$53.7K ﹤0.01%
1,212
769
$53.6K ﹤0.01%
182
770
$53.5K ﹤0.01%
2,615
+25
771
$53.2K ﹤0.01%
190
772
$53.1K ﹤0.01%
3,051
773
$53.1K ﹤0.01%
220
+9
774
$52.9K ﹤0.01%
750
775
$52.7K ﹤0.01%
1,040
-260
29 30
31
32 33