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
1201
$5.42K ﹤0.01%
68
1202
$5.39K ﹤0.01%
44
-2
1203
$5.29K ﹤0.01%
166
+79
1204
$5.25K ﹤0.01%
32
-761
1205
$5.1K ﹤0.01%
30
-1
1206
$4.99K ﹤0.01%
354
1207
$4.96K ﹤0.01%
+113
1208
$4.84K ﹤0.01%
47
-131
1209
$4.84K ﹤0.01%
65
+3
1210
$4.81K ﹤0.01%
360
-8
1211
$4.81K ﹤0.01%
103
1212
$4.8K ﹤0.01%
218
1213
$4.77K ﹤0.01%
+270
1214
$4.76K ﹤0.01%
99
-1
1215
$4.76K ﹤0.01%
150
1216
$4.72K ﹤0.01%
282
1217
$4.65K ﹤0.01%
20
-5
1218
$4.63K ﹤0.01%
115
1219
$4.61K ﹤0.01%
92
+45
1220
$4.6K ﹤0.01%
18
-63
1221
$4.57K ﹤0.01%
14
1222
$4.47K ﹤0.01%
105
1223
$4.42K ﹤0.01%
40
1224
$4.37K ﹤0.01%
33
1225
$4.36K ﹤0.01%
40
47 48
49
50 51