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
551
$111K ﹤0.01%
1,360
552
$110K ﹤0.01%
1,712
553
$109K ﹤0.01%
762
554
$109K ﹤0.01%
2,965
+5
555
$109K ﹤0.01%
3,062
+393
556
$109K ﹤0.01%
1,343
+398
557
$107K ﹤0.01%
1,501
558
$107K ﹤0.01%
1,470
+11
559
$105K ﹤0.01%
+2,078
560
$104K ﹤0.01%
357
+11
561
$104K ﹤0.01%
16,060
562
$104K ﹤0.01%
13,300
563
$103K ﹤0.01%
131
+58
564
$103K ﹤0.01%
1,881
565
$103K ﹤0.01%
280
-3
566
$102K ﹤0.01%
3,031
+191
567
$102K ﹤0.01%
1,945
-90
568
$102K ﹤0.01%
933
+12
569
$102K ﹤0.01%
4,140
570
$98.7K ﹤0.01%
1,078
571
$98.1K ﹤0.01%
816
572
$95.6K ﹤0.01%
2,214
-42,255
573
$95K ﹤0.01%
292
-31
574
$93.8K ﹤0.01%
3,173
575
$93.3K ﹤0.01%
1,414
21 22
23
24 25