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
176
$2.75M 0.09%
71,341
+49,123
177
$2.7M 0.09%
24,607
-515
178
$2.68M 0.09%
27,220
+13,527
179
$2.66M 0.09%
7,091
+90
180
$2.65M 0.09%
31,432
+2,009
181
$2.62M 0.09%
8,603
-41
182
$2.62M 0.09%
34,650
-4,725
183
$2.61M 0.09%
117,450
-9,313
184
$2.6M 0.09%
22,730
+312
185
$2.55M 0.09%
21,455
-88
186
$2.53M 0.09%
25,056
-244
187
$2.51M 0.08%
26,799
+773
188
$2.49M 0.08%
23,257
189
$2.49M 0.08%
8,731
190
$2.48M 0.08%
68,283
191
$2.47M 0.08%
86,135
+3,437
192
$2.46M 0.08%
33,174
+2,875
193
$2.41M 0.08%
22,167
+279
194
$2.33M 0.08%
13,449
-5
195
$2.33M 0.08%
30,228
+374
196
$2.29M 0.08%
15,859
-2,514
197
$2.26M 0.08%
29,885
198
$2.24M 0.08%
45,154
-192
199
$2.24M 0.08%
7,921
+5,940
200
$2.24M 0.08%
6,648
-6,407
6 7
8
9 10