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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
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