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
951
$23.3K ﹤0.01%
222
952
$23.2K ﹤0.01%
914
-79
953
$23.2K ﹤0.01%
495
+89
954
$23.1K ﹤0.01%
500
955
$23.1K ﹤0.01%
600
956
$23K ﹤0.01%
+515
957
$22.8K ﹤0.01%
239
+19
958
$22.8K ﹤0.01%
117
959
$22.7K ﹤0.01%
+390
960
$22.7K ﹤0.01%
100
961
$22.6K ﹤0.01%
143
+125
962
$22.4K ﹤0.01%
119
+105
963
$22.4K ﹤0.01%
123
-8
964
$22.3K ﹤0.01%
1,620
965
$22.2K ﹤0.01%
326
-6
966
$22.1K ﹤0.01%
1,136
-10
967
$21.9K ﹤0.01%
125
968
$21.9K ﹤0.01%
156
969
$21.8K ﹤0.01%
414
-37
970
$21.7K ﹤0.01%
1,000
971
$21.7K ﹤0.01%
131
+6
972
$21.7K ﹤0.01%
514
973
$21.6K ﹤0.01%
251
974
$21.6K ﹤0.01%
+542
975
$21.5K ﹤0.01%
216
+135
37 38
39
40 41