WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.6M
2
+$4.57M
3
+$3.29M
4
CIVI
Civitas Resources
CIVI
+$3.14M
5
CASY icon
Casey's General Stores
CASY
+$2.62M

Top Sells

1
+$5.89M
2
+$4.84M
3
+$4.26M
4
JJSF icon
J&J Snack Foods
JJSF
+$2.55M
5
NVDA icon
NVIDIA
NVDA
+$2.25M

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
626
$65K ﹤0.01%
17,516
627
$64.2K ﹤0.01%
1,243
628
$64.1K ﹤0.01%
661
629
$64K ﹤0.01%
1,012
630
$63.6K ﹤0.01%
+682
631
$62.5K ﹤0.01%
130
632
$62.3K ﹤0.01%
1,307
633
$61.8K ﹤0.01%
1,647
634
$61.6K ﹤0.01%
1,100
635
$61.4K ﹤0.01%
5,601
636
$60.8K ﹤0.01%
687
637
$60.5K ﹤0.01%
1,913
638
$60.2K ﹤0.01%
1,100
-203
639
$60.1K ﹤0.01%
1,911
640
$59.9K ﹤0.01%
1,355
+270
641
$59.4K ﹤0.01%
+2,246
642
$59.2K ﹤0.01%
433
+28
643
$59.1K ﹤0.01%
251
644
$58.9K ﹤0.01%
199
645
$58.8K ﹤0.01%
550
646
$58K ﹤0.01%
3,690
-40
647
$57.8K ﹤0.01%
503
+59
648
$56.9K ﹤0.01%
574
649
$56.3K ﹤0.01%
1,555
+660
650
$55.9K ﹤0.01%
110
24 25
26
27 28