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
151
$5.33M 0.12%
85,535
-985
152
$5.3M 0.12%
19,451
-37,593
153
$5.23M 0.12%
23,888
+761
154
$5.19M 0.12%
13,833
+416
155
$5.13M 0.12%
17,643
+482
156
$5.12M 0.12%
33,620
-1,319
157
$5.11M 0.12%
108,013
+685
158
$5.01M 0.11%
11,193
+365
159
$4.85M 0.11%
137,349
+4,784
160
$4.79M 0.11%
57,738
-6,674
161
$4.65M 0.11%
79,275
-247
162
$4.62M 0.1%
195,442
+8,413
163
$4.6M 0.1%
35,793
+1,300
164
$4.52M 0.1%
14,865
165
$4.51M 0.1%
82,542
+2,666
166
$4.5M 0.1%
8,511
+1
167
$4.49M 0.1%
247,740
-105,500
168
$4.48M 0.1%
15,000
-453
169
$4.47M 0.1%
108,797
+3,848
170
$4.42M 0.1%
16,546
+785
171
$4.38M 0.1%
123,290
+2,900
172
$4.35M 0.1%
31,147
+1,086
173
$4.31M 0.1%
14,135
-1,512
174
$4.29M 0.1%
74,518
+2,445
175
$4.2M 0.1%
61,420
+1,672
5 6
7
8 9