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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
$4.82B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.5M
3
+$8.94M
4
CRWD icon
CrowdStrike
CRWD
+$6.26M
5
SNOW icon
Snowflake
SNOW
+$5.76M

Top Sells

1
+$20.7M
2
+$14.2M
3
+$10.4M
4
MSI icon
Motorola Solutions
MSI
+$9.37M
5
CVX icon
Chevron
CVX
+$6.2M

Sector Composition

1 Technology 24.93%
2 Financials 11.57%
3 Communication Services 7.54%
4 Consumer Discretionary 7.42%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LCII icon
726
LCI Industries
LCII
$2.25B
$46.7K ﹤0.01%
369
-253
FIVE icon
727
Five Below
FIVE
$10.5B
$45.7K ﹤0.01%
226
+146
PKG icon
728
Packaging Corp of America
PKG
$20.5B
$45.3K ﹤0.01%
214
+95
VOX icon
729
Vanguard Communication Services ETF
VOX
$5.79B
$45.1K ﹤0.01%
232
FDL icon
730
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.45B
$44.9K ﹤0.01%
1,000
MTD icon
731
Mettler-Toledo International
MTD
$23.3B
$44.6K ﹤0.01%
30
WY icon
732
Weyerhaeuser
WY
$17.9B
$44.2K ﹤0.01%
1,843
-266
VDC icon
733
Vanguard Consumer Staples ETF
VDC
$8.02B
$43.8K ﹤0.01%
208
RBLX icon
734
Roblox
RBLX
$35.3B
$43.3K ﹤0.01%
571
+305
AVB icon
735
AvalonBay Communities
AVB
$26.2B
$42.4K ﹤0.01%
231
-11
EVRG icon
736
Evergy
EVRG
$19.4B
$42.2K ﹤0.01%
577
CRWV
737
CoreWeave Inc
CRWV
$63.8B
$42.2K ﹤0.01%
541
NAC icon
738
Nuveen California Quality Municipal Income Fund
NAC
$1.86B
$42.1K ﹤0.01%
3,550
XYZ
739
Block Inc
XYZ
$44.4B
$42.1K ﹤0.01%
601
-252
HWKN icon
740
Hawkins
HWKN
$3.35B
$42K ﹤0.01%
280
SOC icon
741
Sable Offshore Corp
SOC
$1.54B
$42K ﹤0.01%
+4,150
HYG icon
742
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$41.9K ﹤0.01%
518
+14
INSM icon
743
Insmed
INSM
$20.7B
$41.7K ﹤0.01%
238
-2
CACC icon
744
Credit Acceptance
CACC
$6.01B
$41.4K ﹤0.01%
89
RIVN icon
745
Rivian
RIVN
$21.4B
$41.4K ﹤0.01%
2,120
+500
REGN icon
746
Regeneron Pharmaceuticals
REGN
$64.4B
$41.2K ﹤0.01%
53
-28
CXSE icon
747
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$41.1K ﹤0.01%
980
CC icon
748
Chemours
CC
$3.26B
$40.9K ﹤0.01%
3,080
+200
JPC icon
749
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$40.3K ﹤0.01%
4,943
HACK icon
750
Amplify Cybersecurity ETF
HACK
$2.37B
$40.3K ﹤0.01%
+500
28 29
30
31 32