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
1001
$19.6K ﹤0.01%
886
-168
1002
$19.6K ﹤0.01%
245
1003
$19.6K ﹤0.01%
1,669
-58
1004
$19.6K ﹤0.01%
457
-92
1005
$19.5K ﹤0.01%
256
1006
$19.3K ﹤0.01%
296
1007
$19.3K ﹤0.01%
249
+144
1008
$19.2K ﹤0.01%
240
-203
1009
$19.2K ﹤0.01%
167
1010
$19K ﹤0.01%
98
+61
1011
$19K ﹤0.01%
365
1012
$18.9K ﹤0.01%
+1,036
1013
$18.8K ﹤0.01%
280
1014
$18.7K ﹤0.01%
901
1015
$18.7K ﹤0.01%
1,254
1016
$18.7K ﹤0.01%
1,720
+1,000
1017
$18.6K ﹤0.01%
214
+186
1018
$18.6K ﹤0.01%
+400
1019
$18.6K ﹤0.01%
325
1020
$18.5K ﹤0.01%
988
1021
$18.5K ﹤0.01%
538
1022
$18.5K ﹤0.01%
301
-19
1023
$18.4K ﹤0.01%
56
1024
$18.2K ﹤0.01%
402
-8
1025
$18.2K ﹤0.01%
176
-1
39 40
41
42 43