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
1151
$8.96K ﹤0.01%
89
+87
1152
$8.9K ﹤0.01%
125
1153
$8.84K ﹤0.01%
107
+14
1154
$8.81K ﹤0.01%
+51
1155
$8.78K ﹤0.01%
789
-170
1156
$8.66K ﹤0.01%
63
1157
$8.58K ﹤0.01%
57
-155
1158
$8.54K ﹤0.01%
211
1159
$8.48K ﹤0.01%
161
1160
$8.35K ﹤0.01%
40
+5
1161
$8.3K ﹤0.01%
65
1162
$8.22K ﹤0.01%
101
+16
1163
$8.05K ﹤0.01%
275
-9
1164
$8.01K ﹤0.01%
405
1165
$7.86K ﹤0.01%
25
+15
1166
$7.84K ﹤0.01%
206
1167
$7.8K ﹤0.01%
144
-2
1168
$7.76K ﹤0.01%
271
1169
$7.73K ﹤0.01%
138
1170
$7.69K ﹤0.01%
86
+6
1171
$7.68K ﹤0.01%
22
1172
$7.65K ﹤0.01%
351
-250
1173
$7.41K ﹤0.01%
+22
1174
$7.34K ﹤0.01%
135
1175
$7.26K ﹤0.01%
108
+105
45 46
47
48 49