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
1126
$11K ﹤0.01%
36
1127
$11K ﹤0.01%
300
1128
$11K ﹤0.01%
+84
1129
$10.9K ﹤0.01%
233
1130
$10.9K ﹤0.01%
174
1131
$10.8K ﹤0.01%
255
1132
$10.7K ﹤0.01%
699
1133
$10.6K ﹤0.01%
246
1134
$10.4K ﹤0.01%
126
1135
$10.3K ﹤0.01%
230
-400
1136
$10.3K ﹤0.01%
384
+331
1137
$10.2K ﹤0.01%
44
1138
$10.1K ﹤0.01%
196
-5
1139
$9.86K ﹤0.01%
+57
1140
$9.79K ﹤0.01%
295
1141
$9.76K ﹤0.01%
94
1142
$9.68K ﹤0.01%
+154
1143
$9.65K ﹤0.01%
217
1144
$9.59K ﹤0.01%
427
-2
1145
$9.58K ﹤0.01%
25
1146
$9.53K ﹤0.01%
600
1147
$9.2K ﹤0.01%
74
+12
1148
$9.17K ﹤0.01%
135
1149
$9.09K ﹤0.01%
197
+90
1150
$9.07K ﹤0.01%
135
44 45
46
47 48