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
1026
$18.1K ﹤0.01%
103
+55
1027
$18K ﹤0.01%
+200
1028
$17.9K ﹤0.01%
600
1029
$17.8K ﹤0.01%
590
1030
$17.5K ﹤0.01%
440
1031
$17.3K ﹤0.01%
156
1032
$17.3K ﹤0.01%
1,901
1033
$17.2K ﹤0.01%
373
1034
$17.1K ﹤0.01%
65
1035
$17K ﹤0.01%
289
1036
$17K ﹤0.01%
+52
1037
$16.9K ﹤0.01%
286
1038
$16.9K ﹤0.01%
600
1039
$16.8K ﹤0.01%
36
+29
1040
$16.8K ﹤0.01%
1,886
1041
$16.6K ﹤0.01%
296
-3
1042
$16.5K ﹤0.01%
99
+67
1043
$16.5K ﹤0.01%
350
1044
$16.4K ﹤0.01%
749
+273
1045
$16.3K ﹤0.01%
114
1046
$16.3K ﹤0.01%
112
+96
1047
$16.1K ﹤0.01%
222
1048
$16K ﹤0.01%
167
1049
$16K ﹤0.01%
+1,121
1050
$16K ﹤0.01%
68
+2