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
251
$1.43M 0.05%
3,106
-3
252
$1.43M 0.05%
26,840
-778
253
$1.42M 0.05%
13,685
+72
254
$1.38M 0.05%
29,889
-2,291
255
$1.34M 0.05%
23,647
-1,073
256
$1.34M 0.05%
6,808
+90
257
$1.33M 0.05%
4,757
258
$1.33M 0.05%
5,328
259
$1.32M 0.04%
26,316
-9,960
260
$1.26M 0.04%
29,570
-866
261
$1.25M 0.04%
7,373
+490
262
$1.21M 0.04%
2,504
263
$1.21M 0.04%
13,763
+1,140
264
$1.18M 0.04%
12,430
265
$1.18M 0.04%
9,372
+534
266
$1.16M 0.04%
31,425
+476
267
$1.16M 0.04%
20,058
+18,992
268
$1.15M 0.04%
19,096
-50
269
$1.14M 0.04%
23,267
+1,860
270
$1.14M 0.04%
9,377
271
$1.12M 0.04%
13,841
-6
272
$1.12M 0.04%
7,475
273
$1.12M 0.04%
32,903
-1,341
274
$1.11M 0.04%
10,716
275
$1.09M 0.04%
2,397
9 10
11
12 13