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
1276
$2.86K ﹤0.01%
75
1277
$2.81K ﹤0.01%
21
1278
$2.79K ﹤0.01%
110
1279
$2.79K ﹤0.01%
12
1280
$2.79K ﹤0.01%
+83
1281
$2.76K ﹤0.01%
12
1282
$2.74K ﹤0.01%
+28
1283
$2.73K ﹤0.01%
68
1284
$2.72K ﹤0.01%
9
1285
$2.7K ﹤0.01%
22
1286
$2.66K ﹤0.01%
30
1287
$2.65K ﹤0.01%
60
1288
$2.65K ﹤0.01%
+54
1289
$2.63K ﹤0.01%
175
1290
$2.61K ﹤0.01%
23
1291
$2.6K ﹤0.01%
+29
1292
$2.55K ﹤0.01%
62
1293
$2.54K ﹤0.01%
34
1294
$2.54K ﹤0.01%
32
1295
$2.52K ﹤0.01%
120
+20
1296
$2.42K ﹤0.01%
45
1297
$2.41K ﹤0.01%
36
1298
$2.4K ﹤0.01%
48
1299
$2.3K ﹤0.01%
13
1300
$2.24K ﹤0.01%
25
50 51
52
53 54