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
126
$7.03M 0.16%
214,413
+6,930
127
$6.93M 0.16%
143,708
-337
128
$6.92M 0.16%
28,403
+1,047
129
$6.83M 0.16%
96,603
-1,575
130
$6.76M 0.15%
37,573
+1,175
131
$6.76M 0.15%
20,877
+663
132
$6.69M 0.15%
187,473
+2,141
133
$6.56M 0.15%
97,256
-98,118
134
$6.53M 0.15%
114,708
+4,271
135
$6.37M 0.14%
20,435
-25,222
136
$6.31M 0.14%
57,862
+1,819
137
$6.24M 0.14%
38,833
+1,250
138
$6.24M 0.14%
22,348
+38
139
$6.12M 0.14%
45,575
+1,463
140
$6.08M 0.14%
82,087
+2,226
141
$5.97M 0.14%
43,976
-3,242
142
$5.9M 0.13%
22,050
-2
143
$5.81M 0.13%
276,056
+87,475
144
$5.63M 0.13%
24,697
+771
145
$5.63M 0.13%
81,517
+2,533
146
$5.5M 0.12%
2,810
+55
147
$5.47M 0.12%
28,170
-883
148
$5.4M 0.12%
10,628
+13
149
$5.39M 0.12%
25,726
-668
150
$5.36M 0.12%
23,275
+99
4 5
6
7 8