WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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 7.21%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.19M 0.1%
45,711
-577
177
$4.19M 0.1%
73,511
+2,570
178
$4.15M 0.09%
9,777
-196
179
$4.07M 0.09%
87,895
-33
180
$4.02M 0.09%
25,252
+419
181
$3.96M 0.09%
11,759
+341
182
$3.93M 0.09%
44,072
-828
183
$3.84M 0.09%
34,624
-841
184
$3.81M 0.09%
62,554
-392
185
$3.79M 0.09%
87,704
-62,203
186
$3.74M 0.08%
12,299
+1,895
187
$3.71M 0.08%
165,776
-2,893
188
$3.66M 0.08%
80,879
189
$3.64M 0.08%
47,266
+1,486
190
$3.59M 0.08%
14,800
+458
191
$3.58M 0.08%
48,942
-216
192
$3.58M 0.08%
34,218
+367
193
$3.55M 0.08%
6,464
+134
194
$3.46M 0.08%
11,937
+428
195
$3.44M 0.08%
49,762
196
$3.43M 0.08%
65,971
+53,537
197
$3.42M 0.08%
20,561
+16
198
$3.39M 0.08%
27,472
+1,644
199
$3.27M 0.07%
31,482
+481
200
$3.26M 0.07%
26,947
+2,529
6 7
8
9 10