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
401
$313K 0.01%
1,386
402
$312K 0.01%
4,130
403
$310K 0.01%
5,493
-151
404
$308K 0.01%
8,686
+3,714
405
$305K 0.01%
867
-4
406
$304K 0.01%
3,358
+200
407
$300K 0.01%
1,812
408
$296K 0.01%
10,391
+2,057
409
$293K 0.01%
8,597
+53
410
$292K 0.01%
3,518
411
$289K 0.01%
2,328
412
$289K 0.01%
5,005
413
$284K 0.01%
3,884
414
$284K 0.01%
1,998
+219
415
$283K 0.01%
2,600
416
$282K 0.01%
28,295
+7,072
417
$276K 0.01%
1,651
-27,482
418
$275K 0.01%
8,887
-742
419
$274K 0.01%
1,105
420
$273K 0.01%
4,974
+1,276
421
$270K 0.01%
8,263
-607
422
$268K 0.01%
3,804
423
$266K 0.01%
2,054
424
$265K 0.01%
15,354
425
$263K 0.01%
2,128
15 16
17
18 19