WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.95B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.68M
3
+$3.46M
4
CIVI icon
Civitas Resources
CIVI
+$3.15M
5
CASY icon
Casey's General Stores
CASY
+$2.81M

Top Sells

1
+$6.22M
2
+$5.1M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$2.86M
5
JJSF icon
J&J Snack Foods
JJSF
+$2.6M

Sector Composition

1 Technology 23.02%
2 Financials 9.22%
3 Healthcare 8.68%
4 Consumer Discretionary 7.9%
5 Industrials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.72M 0.06%
19,358
-272
227
$1.69M 0.06%
22,421
-1,745
228
$1.68M 0.06%
7,660
+85
229
$1.67M 0.06%
104,609
+12,957
230
$1.66M 0.06%
4,211
+243
231
$1.65M 0.06%
12,524
-223
232
$1.65M 0.06%
94,383
233
$1.65M 0.06%
8,331
234
$1.64M 0.06%
36,847
+426
235
$1.64M 0.06%
23,435
-1,850
236
$1.64M 0.06%
15,449
+1,561
237
$1.64M 0.06%
11,860
+144
238
$1.61M 0.05%
17,934
+228
239
$1.6M 0.05%
60,318
-759
240
$1.6M 0.05%
30,631
+1,546
241
$1.58M 0.05%
16,100
+214
242
$1.56M 0.05%
30,989
-4,642
243
$1.55M 0.05%
24,130
244
$1.55M 0.05%
12,100
-22
245
$1.54M 0.05%
17,191
246
$1.52M 0.05%
6,887
+50
247
$1.48M 0.05%
10,000
248
$1.44M 0.05%
7,489
-100
249
$1.44M 0.05%
48,943
-12,100
250
$1.44M 0.05%
7,696
+111
8 9
10
11 12