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
201
$2.24M 0.08%
16,138
-1
202
$2.23M 0.08%
11,166
-4,230
203
$2.2M 0.07%
12,283
-1,607
204
$2.18M 0.07%
37,602
+473
205
$2.18M 0.07%
74,487
+985
206
$2.16M 0.07%
12,441
+229
207
$2.16M 0.07%
+185,409
208
$2.15M 0.07%
21,962
-495
209
$2.15M 0.07%
17,495
-372
210
$2.14M 0.07%
+65,439
211
$2.1M 0.07%
44,867
+578
212
$2.09M 0.07%
55,844
+22,974
213
$2.07M 0.07%
7,859
+1
214
$2.04M 0.07%
5,870
+5
215
$2.02M 0.07%
26,346
-92
216
$2M 0.07%
10,432
+133
217
$1.96M 0.07%
16,825
+58
218
$1.89M 0.06%
58,480
219
$1.87M 0.06%
18,344
-1,244
220
$1.84M 0.06%
47,189
+582
221
$1.82M 0.06%
23,914
+322
222
$1.76M 0.06%
5,864
-136
223
$1.75M 0.06%
85,046
+557
224
$1.74M 0.06%
13,813
225
$1.73M 0.06%
227,339
-21,786
7 8
9
10 11