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
376
$368K 0.01%
3,431
377
$364K 0.01%
1,096
+82
378
$363K 0.01%
16,200
379
$363K 0.01%
1,750
380
$362K 0.01%
13,338
381
$358K 0.01%
6,350
382
$358K 0.01%
9,205
+8,295
383
$357K 0.01%
1,745
-5
384
$353K 0.01%
+7,000
385
$352K 0.01%
9,451
386
$349K 0.01%
2,628
-652
387
$345K 0.01%
1,805
388
$345K 0.01%
5,301
389
$344K 0.01%
31,544
+10,774
390
$343K 0.01%
127
-1
391
$343K 0.01%
11,694
+32
392
$341K 0.01%
2,040
393
$335K 0.01%
5,139
+212
394
$333K 0.01%
7,484
395
$333K 0.01%
3,092
-1,277
396
$332K 0.01%
7,187
397
$329K 0.01%
2,855
398
$328K 0.01%
1,452
-9
399
$327K 0.01%
7,032
-88
400
$324K 0.01%
3,153
-1,490
14 15
16
17 18