WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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 7.19%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.1M 0.3%
7,151
+250
77
$13M 0.3%
145,640
-945
78
$12.9M 0.29%
263,037
+8,508
79
$12.6M 0.29%
63,627
+588
80
$12M 0.27%
133,664
+5,853
81
$11.9M 0.27%
31,020
+1,002
82
$11.8M 0.27%
130,873
+4,183
83
$11.8M 0.27%
36,896
-433
84
$11.5M 0.26%
85,770
+4,742
85
$11.5M 0.26%
165,124
-2,196
86
$11.3M 0.26%
85,774
-6,608
87
$11.2M 0.25%
25,452
+295
88
$11.2M 0.25%
54,570
-1,651
89
$11M 0.25%
38,487
+245
90
$10.9M 0.25%
110,510
+1,478
91
$10.8M 0.24%
117,866
+3,951
92
$10.2M 0.23%
362,872
-20,242
93
$10.2M 0.23%
122,518
-44,200
94
$9.9M 0.22%
147,265
-9,675
95
$9.78M 0.22%
88,246
+2,743
96
$9.7M 0.22%
37,693
+149
97
$9.52M 0.22%
163,192
+5,079
98
$9.4M 0.21%
73,209
+2,129
99
$9.21M 0.21%
136,510
+11,478
100
$9.08M 0.21%
10,973
+348
2 3
4
5 6