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
451
$220K 0.01%
1,486
+190
452
$220K 0.01%
2,900
453
$217K 0.01%
17,311
-1,421
454
$216K 0.01%
1,504
455
$215K 0.01%
15,962
456
$215K 0.01%
1,670
457
$215K 0.01%
6,672
458
$215K 0.01%
3,980
+256
459
$205K 0.01%
18,210
-3,561
460
$205K 0.01%
3,303
461
$205K 0.01%
3,563
+48
462
$203K 0.01%
3,003
+1,392
463
$202K 0.01%
457
464
$202K 0.01%
6,387
+16
465
$201K 0.01%
8,135
-3,000
466
$200K 0.01%
1,426
+21
467
$200K 0.01%
3,984
468
$198K 0.01%
4,500
-400
469
$197K 0.01%
5,867
+111
470
$195K 0.01%
7,175
471
$195K 0.01%
7,300
472
$194K 0.01%
673
473
$192K 0.01%
3,077
474
$192K 0.01%
8,390
-1,110
475
$189K 0.01%
534
17 18
19
20 21