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
901
$28.5K ﹤0.01%
48
+8
902
$28.4K ﹤0.01%
207
+71
903
$28.3K ﹤0.01%
172
-31
904
$27.9K ﹤0.01%
231
905
$27.8K ﹤0.01%
175
906
$27.8K ﹤0.01%
378
-11
907
$27.7K ﹤0.01%
809
908
$27.6K ﹤0.01%
88
+1
909
$27.5K ﹤0.01%
152
-4
910
$27.5K ﹤0.01%
294
+282
911
$27.3K ﹤0.01%
125
912
$27.2K ﹤0.01%
+601
913
$27.1K ﹤0.01%
799
-19
914
$27K ﹤0.01%
528
+102
915
$27K ﹤0.01%
196
+158
916
$26.9K ﹤0.01%
1,222
917
$26.8K ﹤0.01%
168
918
$26.8K ﹤0.01%
714
919
$26.7K ﹤0.01%
823
-228
920
$26.6K ﹤0.01%
112
-13,593
921
$26.6K ﹤0.01%
219
+17
922
$26.5K ﹤0.01%
172
+134
923
$26.5K ﹤0.01%
247
924
$26.4K ﹤0.01%
283
-25
925
$26.3K ﹤0.01%
528
+186
35 36
37
38 39