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
501
$150K 0.01%
5,737
502
$150K 0.01%
1,560
503
$149K 0.01%
4,242
504
$149K 0.01%
2,910
-237
505
$148K 0.01%
7,920
506
$147K 0.01%
4,980
507
$147K 0.01%
1,311
508
$146K 0.01%
8,725
-195
509
$146K 0.01%
4,865
510
$144K ﹤0.01%
1,435
511
$144K ﹤0.01%
1,300
512
$142K ﹤0.01%
2,087
-300
513
$139K ﹤0.01%
1,954
-71,692
514
$139K ﹤0.01%
2,500
515
$139K ﹤0.01%
2,866
516
$138K ﹤0.01%
834
+72
517
$138K ﹤0.01%
2,550
+10
518
$137K ﹤0.01%
5,118
+5,095
519
$137K ﹤0.01%
+1,534
520
$134K ﹤0.01%
2,525
+71
521
$133K ﹤0.01%
1,560
+303
522
$133K ﹤0.01%
1,787
523
$132K ﹤0.01%
1,759
524
$132K ﹤0.01%
3,046
525
$130K ﹤0.01%
1,606
+4
19 20
21
22 23