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
101
$8.73M 0.2%
41,043
+1,921
102
$8.69M 0.2%
74,510
+2,333
103
$8.62M 0.2%
54,680
+1,076
104
$8.55M 0.19%
29,006
-147
105
$8.51M 0.19%
37,582
+4,713
106
$8.29M 0.19%
51,065
+1,607
107
$8.25M 0.19%
16,096
+513
108
$8.13M 0.18%
155,967
-46,353
109
$8.13M 0.18%
15,924
+491
110
$8.11M 0.18%
30,105
+1,217
111
$8.06M 0.18%
93,712
+2,997
112
$8.01M 0.18%
39,623
+1,260
113
$7.98M 0.18%
60,558
+1,917
114
$7.87M 0.18%
51,755
+1,666
115
$7.59M 0.17%
32,244
+1,052
116
$7.57M 0.17%
7,215
-85
117
$7.48M 0.17%
56,237
+1,593
118
$7.47M 0.17%
48,109
+1,461
119
$7.34M 0.17%
101,591
+3,226
120
$7.33M 0.17%
33,037
-576
121
$7.22M 0.16%
21,017
-564
122
$7.22M 0.16%
103,940
+2,498
123
$7.12M 0.16%
281,682
-9,993
124
$7.09M 0.16%
53,177
-1,435
125
$7.05M 0.16%
61,671
+1,760
3 4
5
6 7