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
76
$9.57M 0.32%
27,828
-192
77
$9.51M 0.32%
131,236
-1,666
78
$9.35M 0.32%
38,515
79
$8.93M 0.3%
22,288
+196
80
$8.87M 0.3%
36,049
-335
81
$8.84M 0.3%
193,756
-44,422
82
$8.8M 0.3%
64,717
-12,720
83
$8.72M 0.3%
73,229
-1,871
84
$8.64M 0.29%
73,692
+327
85
$8.2M 0.28%
45,529
+189
86
$7.97M 0.27%
31,321
87
$7.91M 0.27%
190,463
+3,997
88
$7.85M 0.27%
11,360
+192
89
$7.67M 0.26%
34,145
+34
90
$7.64M 0.26%
13,593
+210
91
$7.59M 0.26%
320,517
-255
92
$7.38M 0.25%
38,031
+124
93
$7.23M 0.24%
32,042
+12
94
$7.15M 0.24%
213,946
-3,025
95
$7.15M 0.24%
85,523
-670
96
$7.1M 0.24%
33,602
-1,078
97
$7.03M 0.24%
43,302
+5,588
98
$7.03M 0.24%
134,175
-414
99
$7M 0.24%
61,467
+674
100
$6.96M 0.24%
37,644
-12,684
2 3
4
5 6