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
1251
$3.5K ﹤0.01%
15
1252
$3.48K ﹤0.01%
+66
1253
$3.48K ﹤0.01%
118
1254
$3.47K ﹤0.01%
60
-7,034
1255
$3.46K ﹤0.01%
30
-2
1256
$3.45K ﹤0.01%
65
1257
$3.43K ﹤0.01%
+76
1258
$3.34K ﹤0.01%
258
-9
1259
$3.34K ﹤0.01%
13
1260
$3.29K ﹤0.01%
+380
1261
$3.28K ﹤0.01%
58
1262
$3.27K ﹤0.01%
+44
1263
$3.18K ﹤0.01%
739
1264
$3.15K ﹤0.01%
46
1265
$3.13K ﹤0.01%
87
1266
$3.12K ﹤0.01%
80
1267
$3.08K ﹤0.01%
92
-1,210
1268
$3.06K ﹤0.01%
250
-1,658
1269
$3.02K ﹤0.01%
153
1270
$3K ﹤0.01%
51
1271
$2.96K ﹤0.01%
+22
1272
$2.94K ﹤0.01%
12
1273
$2.93K ﹤0.01%
54
1274
$2.9K ﹤0.01%
50
1275
$2.87K ﹤0.01%
+20
49 50
51
52 53