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
876
$33.7K ﹤0.01%
980
877
$33.7K ﹤0.01%
567
878
$33.2K ﹤0.01%
62
-43
879
$33K ﹤0.01%
477
880
$32.8K ﹤0.01%
142
-4
881
$32.7K ﹤0.01%
911
-51
882
$32.6K ﹤0.01%
1,108
883
$32.5K ﹤0.01%
524
884
$32.5K ﹤0.01%
748
885
$31.9K ﹤0.01%
2,256
+934
886
$31.5K ﹤0.01%
427
-3
887
$31.5K ﹤0.01%
1,693
+265
888
$30.9K ﹤0.01%
485
889
$30.8K ﹤0.01%
549
+6
890
$30.8K ﹤0.01%
2,869
891
$30.4K ﹤0.01%
1,250
892
$29.9K ﹤0.01%
211
-19
893
$29.9K ﹤0.01%
1,587
-3,325
894
$29.6K ﹤0.01%
2,625
895
$29.5K ﹤0.01%
710
896
$29.3K ﹤0.01%
905
+16
897
$29.3K ﹤0.01%
800
898
$29K ﹤0.01%
+504
899
$29K ﹤0.01%
621
-52
900
$28.6K ﹤0.01%
400
-36
34 35
36
37 38