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
826
$42.3K ﹤0.01%
145
+5
827
$42.1K ﹤0.01%
427
-20
828
$41.9K ﹤0.01%
1,000
829
$41.7K ﹤0.01%
211
830
$41.2K ﹤0.01%
743
831
$41.2K ﹤0.01%
1,306
832
$41.2K ﹤0.01%
800
833
$40.6K ﹤0.01%
504
-969
834
$40.6K ﹤0.01%
876
835
$40.2K ﹤0.01%
918
-48
836
$40.2K ﹤0.01%
163
+26
837
$39.8K ﹤0.01%
223
+130
838
$39.8K ﹤0.01%
425
+115
839
$39.8K ﹤0.01%
280
840
$39.7K ﹤0.01%
650
841
$39.7K ﹤0.01%
232
842
$39.7K ﹤0.01%
3,550
843
$39.6K ﹤0.01%
4,943
844
$39.5K ﹤0.01%
1,114
-33
845
$39.2K ﹤0.01%
900
846
$39.1K ﹤0.01%
115
847
$39.1K ﹤0.01%
1,311
+576
848
$38.9K ﹤0.01%
574
849
$38.7K ﹤0.01%
1,107
+262
850
$38.5K ﹤0.01%
516
+9
32 33
34
35 36