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
976
$21.3K ﹤0.01%
2,388
977
$21.2K ﹤0.01%
431
-39
978
$21.1K ﹤0.01%
2,000
979
$21.1K ﹤0.01%
182
980
$21K ﹤0.01%
86
981
$20.9K ﹤0.01%
223
+1
982
$20.9K ﹤0.01%
517
-18
983
$20.8K ﹤0.01%
10,000
984
$20.8K ﹤0.01%
641
+299
985
$20.4K ﹤0.01%
7,141
986
$20.3K ﹤0.01%
176
987
$20.3K ﹤0.01%
121
+82
988
$20.2K ﹤0.01%
132
+116
989
$20.2K ﹤0.01%
277
+187
990
$20.2K ﹤0.01%
376
991
$20.2K ﹤0.01%
650
992
$20.1K ﹤0.01%
246
993
$20.1K ﹤0.01%
271
994
$20K ﹤0.01%
276
-284
995
$20K ﹤0.01%
347
-12
996
$20K ﹤0.01%
+533
997
$20K ﹤0.01%
139
998
$19.9K ﹤0.01%
257
+223
999
$19.7K ﹤0.01%
1,415
-29
1000
$19.6K ﹤0.01%
907
+338
38 39
40
41 42