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
801
$47.4K ﹤0.01%
86
+11
802
$47.4K ﹤0.01%
500
803
$47.1K ﹤0.01%
3,900
804
$47.1K ﹤0.01%
693
+62
805
$46.3K ﹤0.01%
+1,149
806
$46.2K ﹤0.01%
325
+104
807
$45.7K ﹤0.01%
671
808
$45.6K ﹤0.01%
208
809
$45.3K ﹤0.01%
89
810
$45.1K ﹤0.01%
81
-8
811
$44.8K ﹤0.01%
532
+2
812
$44.8K ﹤0.01%
11,200
813
$44.3K ﹤0.01%
2,131
814
$44.3K ﹤0.01%
358
815
$43.9K ﹤0.01%
474
+86
816
$43.7K ﹤0.01%
576
817
$43.3K ﹤0.01%
298
-1,295
818
$43.3K ﹤0.01%
1,045
819
$43.3K ﹤0.01%
978
+692
820
$43.3K ﹤0.01%
191
+57
821
$43.3K ﹤0.01%
341
+8
822
$43K ﹤0.01%
830
+3
823
$43K ﹤0.01%
1,317
824
$42.9K ﹤0.01%
2,319
825
$42.7K ﹤0.01%
921
-539
31 32
33
34 35