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
276
$1.07M 0.04%
18,716
-222
277
$1.06M 0.04%
6,269
-270
278
$1.04M 0.04%
5,973
-70
279
$1.02M 0.03%
47,039
-6
280
$1.01M 0.03%
19,939
-1,470
281
$1M 0.03%
7,233
282
$990K 0.03%
13,860
-194
283
$981K 0.03%
12,295
284
$971K 0.03%
25,500
285
$970K 0.03%
1,085
-42
286
$939K 0.03%
5,950
287
$937K 0.03%
6,895
288
$913K 0.03%
6,133
-414
289
$897K 0.03%
7,915
290
$894K 0.03%
8,867
291
$887K 0.03%
7,916
-300
292
$886K 0.03%
10,509
-10
293
$859K 0.03%
9,600
294
$826K 0.03%
39,550
295
$812K 0.03%
4,796
+90
296
$790K 0.03%
3,226
297
$771K 0.03%
10,590
+132
298
$769K 0.03%
6,614
-316
299
$728K 0.02%
10,177
+254
300
$725K 0.02%
3,093
-414
10 11
12
13 14