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
776
$52.7K ﹤0.01%
202
-6
777
$52.5K ﹤0.01%
1,437
+38
778
$52.5K ﹤0.01%
4,927
-175
779
$52.3K ﹤0.01%
819
780
$51.9K ﹤0.01%
319
-397
781
$51.7K ﹤0.01%
7
782
$51.6K ﹤0.01%
1,182
+13
783
$50.9K ﹤0.01%
530
784
$50.5K ﹤0.01%
900
+130
785
$50.2K ﹤0.01%
1,235
-47
786
$50.2K ﹤0.01%
239
-123
787
$50.1K ﹤0.01%
3,000
788
$49.8K ﹤0.01%
403
+72
789
$49.7K ﹤0.01%
2,723
+60
790
$49.4K ﹤0.01%
390
791
$49.4K ﹤0.01%
623
792
$48.9K ﹤0.01%
924
793
$48.9K ﹤0.01%
800
794
$48.7K ﹤0.01%
665
+252
795
$48.3K ﹤0.01%
1,489
796
$48K ﹤0.01%
3,527
+2,410
797
$48K ﹤0.01%
648
+501
798
$47.7K ﹤0.01%
600
799
$47.6K ﹤0.01%
407
800
$47.4K ﹤0.01%
+433
30 31
32
33 34