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
476
$188K 0.01%
481
+61
477
$187K 0.01%
10,486
478
$184K 0.01%
3,613
+13
479
$182K 0.01%
5,478
480
$178K 0.01%
2,678
+171
481
$178K 0.01%
13,099
-13,102
482
$173K 0.01%
2,646
483
$171K 0.01%
1,800
484
$168K 0.01%
1,831
+1,561
485
$168K 0.01%
6,361
486
$166K 0.01%
8,716
487
$166K 0.01%
504
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488
$164K 0.01%
3,200
489
$162K 0.01%
2,825
490
$162K 0.01%
1,856
-12
491
$161K 0.01%
1,711
+180
492
$161K 0.01%
2,769
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493
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2,727
-21
494
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3,649
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495
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646
496
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2,137
497
$155K 0.01%
1,083
-516
498
$153K 0.01%
2,655
+125
499
$152K 0.01%
2,145
+439
500
$152K 0.01%
617
-671
18 19
20
21 22