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
526
$129K ﹤0.01%
1,594
-10
527
$129K ﹤0.01%
12,952
-187
528
$129K ﹤0.01%
4,110
529
$129K ﹤0.01%
3,871
+2,860
530
$128K ﹤0.01%
2,862
531
$128K ﹤0.01%
6,762
532
$128K ﹤0.01%
2,366
+431
533
$127K ﹤0.01%
2,610
-142
534
$126K ﹤0.01%
3,118
+2,809
535
$124K ﹤0.01%
643
536
$122K ﹤0.01%
569
537
$122K ﹤0.01%
1,124
538
$121K ﹤0.01%
1,123
539
$121K ﹤0.01%
1,045
540
$121K ﹤0.01%
1,230
541
$120K ﹤0.01%
581
-2
542
$120K ﹤0.01%
1,593
543
$119K ﹤0.01%
165
544
$117K ﹤0.01%
2,735
545
$116K ﹤0.01%
785
546
$115K ﹤0.01%
1,000
547
$115K ﹤0.01%
2,712
548
$114K ﹤0.01%
2,326
549
$113K ﹤0.01%
1,800
+200
550
$113K ﹤0.01%
1,820
-48
20 21
22
23 24