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
1376
$747 ﹤0.01%
23
1377
$716 ﹤0.01%
5
1378
$713 ﹤0.01%
18
1379
$688 ﹤0.01%
7
1380
$684 ﹤0.01%
68
1381
$679 ﹤0.01%
43
1382
$677 ﹤0.01%
62
1383
$676 ﹤0.01%
5
1384
$587 ﹤0.01%
57
1385
$573 ﹤0.01%
55
1386
$563 ﹤0.01%
33
-166
1387
$562 ﹤0.01%
15
1388
$546 ﹤0.01%
50
1389
$526 ﹤0.01%
19
1390
$525 ﹤0.01%
62
1391
$470 ﹤0.01%
17
1392
$450 ﹤0.01%
17
1393
$435 ﹤0.01%
95
1394
$423 ﹤0.01%
21
-109
1395
$397 ﹤0.01%
25
1396
$386 ﹤0.01%
100
1397
$376 ﹤0.01%
6
+4
1398
$375 ﹤0.01%
26
1399
$365 ﹤0.01%
13
1400
$350 ﹤0.01%
35
54 55
56
57 58