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
1426
$106 ﹤0.01%
4
-74
1427
$95 ﹤0.01%
3
1428
$79 ﹤0.01%
6
1429
$74 ﹤0.01%
7
1430
$72 ﹤0.01%
1
1431
$66 ﹤0.01%
33
-250
1432
$55 ﹤0.01%
9
1433
$37 ﹤0.01%
1
1434
$36 ﹤0.01%
12
1435
$31 ﹤0.01%
4
1436
$30 ﹤0.01%
5
1437
$27 ﹤0.01%
4
1438
$20 ﹤0.01%
1
1439
$18 ﹤0.01%
3
1440
$8 ﹤0.01%
1
1441
$7 ﹤0.01%
31
1442
$5 ﹤0.01%
2
1443
– –
-45
1444
– –
-30
1445
– –
-61
1446
– –
-1,507
1447
– –
-332
1448
– –
-1,268
1449
– –
-358
1450
– –
-972
56 57
58
59 60