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
1051
$15.9K ﹤0.01%
1,647
-297
1052
$15.8K ﹤0.01%
316
1053
$15.8K ﹤0.01%
301
1054
$15.7K ﹤0.01%
78
1055
$15.7K ﹤0.01%
1,000
1056
$15.5K ﹤0.01%
325
1057
$15.5K ﹤0.01%
+350
1058
$15.5K ﹤0.01%
99
1059
$15.5K ﹤0.01%
140
-6
1060
$15.4K ﹤0.01%
225
1061
$15.4K ﹤0.01%
503
1062
$15.4K ﹤0.01%
248
1063
$15.3K ﹤0.01%
+208
1064
$15.2K ﹤0.01%
15,881
1065
$15.1K ﹤0.01%
173
-5
1066
$15.1K ﹤0.01%
450
1067
$15.1K ﹤0.01%
440
1068
$14.9K ﹤0.01%
1,358
1069
$14.9K ﹤0.01%
270
+233
1070
$14.9K ﹤0.01%
256
+250
1071
$14.8K ﹤0.01%
517
1072
$14.6K ﹤0.01%
1,273
1073
$14.6K ﹤0.01%
229
+164
1074
$14.5K ﹤0.01%
+63
1075
$14.5K ﹤0.01%
583
41 42
43
44 45