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
1401
$350 ﹤0.01%
11
1402
$349 ﹤0.01%
4
1403
$305 ﹤0.01%
44
1404
$300 ﹤0.01%
23
1405
$300 ﹤0.01%
+4
1406
$293 ﹤0.01%
11
1407
$292 ﹤0.01%
24
1408
$279 ﹤0.01%
11
1409
$245 ﹤0.01%
5
-1
1410
$244 ﹤0.01%
56
1411
$230 ﹤0.01%
15
1412
$230 ﹤0.01%
83
1413
$208 ﹤0.01%
+4
1414
$203 ﹤0.01%
+3
1415
$202 ﹤0.01%
+10
1416
$198 ﹤0.01%
+13
1417
$197 ﹤0.01%
10
1418
$189 ﹤0.01%
8
1419
$175 ﹤0.01%
10
1420
$170 ﹤0.01%
6
1421
$155 ﹤0.01%
11
1422
$153 ﹤0.01%
38
1423
$148 ﹤0.01%
25
1424
$134 ﹤0.01%
+5
1425
$106 ﹤0.01%
1
55 56
57
58 59