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
1176
$7.22K ﹤0.01%
64
-933
1177
$7.02K ﹤0.01%
287
+55
1178
$6.78K ﹤0.01%
85
1179
$6.65K ﹤0.01%
49
+8
1180
$6.63K ﹤0.01%
194
-6
1181
$6.49K ﹤0.01%
159
1182
$6.34K ﹤0.01%
129
+19
1183
$6.3K ﹤0.01%
200
-61
1184
$6.17K ﹤0.01%
85
1185
$6.05K ﹤0.01%
70
1186
$5.98K ﹤0.01%
298
1187
$5.97K ﹤0.01%
28
-1
1188
$5.96K ﹤0.01%
72
1189
$5.83K ﹤0.01%
56
+34
1190
$5.83K ﹤0.01%
500
1191
$5.81K ﹤0.01%
32
-14
1192
$5.74K ﹤0.01%
104
1193
$5.74K ﹤0.01%
+29
1194
$5.67K ﹤0.01%
142
1195
$5.62K ﹤0.01%
39
-21
1196
$5.57K ﹤0.01%
237
1197
$5.53K ﹤0.01%
100
1198
$5.47K ﹤0.01%
273
1199
$5.46K ﹤0.01%
2,482
1200
$5.43K ﹤0.01%
+19
46 47
48
49 50