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
1326
$1.71K ﹤0.01%
45
1327
$1.68K ﹤0.01%
+73
1328
$1.67K ﹤0.01%
11
-275
1329
$1.67K ﹤0.01%
291
1330
$1.64K ﹤0.01%
32
1331
$1.63K ﹤0.01%
91
1332
$1.62K ﹤0.01%
105
-40
1333
$1.57K ﹤0.01%
5
1334
$1.51K ﹤0.01%
22
1335
$1.48K ﹤0.01%
13
1336
$1.47K ﹤0.01%
40
1337
$1.46K ﹤0.01%
27
-9
1338
$1.45K ﹤0.01%
312
1339
$1.38K ﹤0.01%
21
-123
1340
$1.36K ﹤0.01%
+40
1341
$1.36K ﹤0.01%
16
1342
$1.36K ﹤0.01%
48
1343
$1.36K ﹤0.01%
42
-126
1344
$1.31K ﹤0.01%
36
1345
$1.27K ﹤0.01%
15
1346
$1.26K ﹤0.01%
80
1347
$1.24K ﹤0.01%
28
1348
$1.22K ﹤0.01%
2,000
1349
$1.21K ﹤0.01%
+57
1350
$1.2K ﹤0.01%
79
52 53
54
55 56