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
201
$3.24M 0.07%
13,118
-310
202
$3.16M 0.07%
29,607
203
$3.14M 0.07%
1,203
+414
204
$3.11M 0.07%
23,045
+852
205
$3.06M 0.07%
9,915
-196
206
$3.03M 0.07%
6,034
207
$3.02M 0.07%
22,674
-2,598
208
$2.99M 0.07%
101,757
-1,089
209
$2.98M 0.07%
61,491
-940
210
$2.95M 0.07%
40,263
-657
211
$2.94M 0.07%
3,732
-304
212
$2.87M 0.07%
3,586
+214
213
$2.72M 0.06%
25,752
-100
214
$2.7M 0.06%
50,351
-21,823
215
$2.68M 0.06%
19,250
-1,066
216
$2.68M 0.06%
24,371
+847
217
$2.67M 0.06%
21,054
-494
218
$2.59M 0.06%
89,508
-5,589
219
$2.58M 0.06%
106,471
-8,886
220
$2.56M 0.06%
28,185
-1,923
221
$2.55M 0.06%
6,582
-114
222
$2.54M 0.06%
11,463
223
$2.52M 0.06%
6,378
+46
224
$2.5M 0.06%
35,256
-18,527
225
$2.48M 0.06%
18,689
+1,258
7 8
9
10 11