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
1351
$1.16K ﹤0.01%
55
+41
1352
$1.14K ﹤0.01%
134
1353
$1.13K ﹤0.01%
36
1354
$1.07K ﹤0.01%
+145
1355
$1.04K ﹤0.01%
15
1356
$1.04K ﹤0.01%
20
1357
$1.02K ﹤0.01%
18
1358
$994 ﹤0.01%
8
1359
$979 ﹤0.01%
12
1360
$968 ﹤0.01%
+4
1361
$964 ﹤0.01%
75
1362
$954 ﹤0.01%
71
1363
$933 ﹤0.01%
25
-5
1364
$908 ﹤0.01%
15
1365
$878 ﹤0.01%
10
-36
1366
$862 ﹤0.01%
30
1367
$860 ﹤0.01%
3
1368
$832 ﹤0.01%
+20
1369
$831 ﹤0.01%
28
-84
1370
$825 ﹤0.01%
11
1371
$806 ﹤0.01%
14
1372
$785 ﹤0.01%
86
1373
$777 ﹤0.01%
30
1374
$760 ﹤0.01%
111
1375
$755 ﹤0.01%
11
53 54
55
56 57