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
1226
$4.29K ﹤0.01%
83
1227
$4.24K ﹤0.01%
172
1228
$4.22K ﹤0.01%
97
-50
1229
$4.15K ﹤0.01%
+33
1230
$4.14K ﹤0.01%
67
1231
$4.13K ﹤0.01%
110
1232
$3.96K ﹤0.01%
30
1233
$3.95K ﹤0.01%
158
1234
$3.94K ﹤0.01%
122
-12
1235
$3.93K ﹤0.01%
26
-742
1236
$3.91K ﹤0.01%
40
1237
$3.85K ﹤0.01%
60
1238
$3.85K ﹤0.01%
398
-22
1239
$3.81K ﹤0.01%
166
1240
$3.79K ﹤0.01%
+756
1241
$3.77K ﹤0.01%
12
1242
$3.71K ﹤0.01%
48
1243
$3.71K ﹤0.01%
+46
1244
$3.65K ﹤0.01%
280
1245
$3.64K ﹤0.01%
174
+10
1246
$3.64K ﹤0.01%
3
1247
$3.62K ﹤0.01%
89
1248
$3.58K ﹤0.01%
833
1249
$3.54K ﹤0.01%
12
1250
$3.52K ﹤0.01%
42
-2
48 49
50
51 52