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
1301
$2.19K ﹤0.01%
27
1302
$2.19K ﹤0.01%
30
1303
$2.18K ﹤0.01%
+51
1304
$2.17K ﹤0.01%
223
-19
1305
$2.16K ﹤0.01%
15
1306
$2.15K ﹤0.01%
+16
1307
$2.14K ﹤0.01%
319
1308
$2.09K ﹤0.01%
71
1309
$2.04K ﹤0.01%
158
1310
$2K ﹤0.01%
1,000
1311
$2K ﹤0.01%
11
1312
$2K ﹤0.01%
70
1313
$1.94K ﹤0.01%
23
1314
$1.92K ﹤0.01%
20
1315
$1.9K ﹤0.01%
124
1316
$1.86K ﹤0.01%
90
1317
$1.86K ﹤0.01%
772
1318
$1.81K ﹤0.01%
7
-1
1319
$1.8K ﹤0.01%
19
1320
$1.79K ﹤0.01%
100
1321
$1.77K ﹤0.01%
18
1322
$1.76K ﹤0.01%
105
1323
$1.76K ﹤0.01%
56
1324
$1.75K ﹤0.01%
19
1325
$1.73K ﹤0.01%
+31
51 52
53
54 55