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
1076
$14.5K ﹤0.01%
161
+31
1077
$14.4K ﹤0.01%
701
+114
1078
$14.3K ﹤0.01%
64
1079
$14.3K ﹤0.01%
1,502
1080
$14.2K ﹤0.01%
474
+411
1081
$14.2K ﹤0.01%
642
1082
$14.1K ﹤0.01%
122
+107
1083
$14.1K ﹤0.01%
107
1084
$14.1K ﹤0.01%
1,034
1085
$14K ﹤0.01%
600
1086
$14K ﹤0.01%
154
+26
1087
$13.8K ﹤0.01%
502
-858
1088
$13.8K ﹤0.01%
38
1089
$13.8K ﹤0.01%
210
1090
$13.7K ﹤0.01%
1,326
-471
1091
$13.7K ﹤0.01%
751
-13
1092
$13.7K ﹤0.01%
85
-20
1093
$13.7K ﹤0.01%
73
+66
1094
$13.7K ﹤0.01%
550
1095
$13.6K ﹤0.01%
647
-1,295
1096
$13.4K ﹤0.01%
1,592
1097
$13.4K ﹤0.01%
165
-17
1098
$13.4K ﹤0.01%
789
1099
$13.4K ﹤0.01%
448
1100
$13.3K ﹤0.01%
184
+159
42 43
44
45 46