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
926
$26K ﹤0.01%
456
-89
927
$25.5K ﹤0.01%
1,081
+61
928
$25.4K ﹤0.01%
224
929
$25.3K ﹤0.01%
+460
930
$25K ﹤0.01%
650
931
$25K ﹤0.01%
61
-23
932
$24.8K ﹤0.01%
265
-2
933
$24.7K ﹤0.01%
437
934
$24.7K ﹤0.01%
+150
935
$24.7K ﹤0.01%
913
936
$24.6K ﹤0.01%
744
937
$24.6K ﹤0.01%
476
-33
938
$24.4K ﹤0.01%
583
939
$24.2K ﹤0.01%
77
+27
940
$24.2K ﹤0.01%
653
+296
941
$24.1K ﹤0.01%
2,697
-4,239
942
$24.1K ﹤0.01%
864
-137
943
$23.9K ﹤0.01%
142
+119
944
$23.9K ﹤0.01%
325
945
$23.6K ﹤0.01%
287
946
$23.5K ﹤0.01%
1,108
-44
947
$23.4K ﹤0.01%
589
948
$23.4K ﹤0.01%
1,190
949
$23.3K ﹤0.01%
364
950
$23.3K ﹤0.01%
129
36 37
38
39 40