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
1101
$13.2K ﹤0.01%
117
+85
1102
$13.1K ﹤0.01%
506
-75
1103
$13.1K ﹤0.01%
1,444
1104
$12.8K ﹤0.01%
2,804
1105
$12.6K ﹤0.01%
+350
1106
$12.3K ﹤0.01%
211
-1
1107
$12.3K ﹤0.01%
1,068
1108
$12.3K ﹤0.01%
73
+33
1109
$12.2K ﹤0.01%
+253
1110
$12.1K ﹤0.01%
85
1111
$12K ﹤0.01%
75
-8
1112
$12K ﹤0.01%
155
1113
$11.9K ﹤0.01%
250
1114
$11.9K ﹤0.01%
406
1115
$11.7K ﹤0.01%
1,000
1116
$11.7K ﹤0.01%
216
1117
$11.7K ﹤0.01%
365
1118
$11.6K ﹤0.01%
+186
1119
$11.5K ﹤0.01%
364
1120
$11.5K ﹤0.01%
256
1121
$11.4K ﹤0.01%
338
1122
$11.4K ﹤0.01%
123
1123
$11.4K ﹤0.01%
28
-82
1124
$11.3K ﹤0.01%
269
1125
$11.3K ﹤0.01%
322
+66
43 44
45
46 47