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
576
$93.2K ﹤0.01%
507
577
$91.6K ﹤0.01%
3,024
-89
578
$91K ﹤0.01%
2,235
+9
579
$90.5K ﹤0.01%
1,190
580
$89.6K ﹤0.01%
1,452
+300
581
$89.6K ﹤0.01%
8,310
+8,231
582
$89.2K ﹤0.01%
1,900
583
$88.6K ﹤0.01%
9,371
-1,033
584
$87.2K ﹤0.01%
255
585
$86.4K ﹤0.01%
1,322
586
$86.3K ﹤0.01%
1,880
587
$85.3K ﹤0.01%
1,321
+70
588
$85.2K ﹤0.01%
1,700
-471
589
$84.2K ﹤0.01%
4,051
+215
590
$83.5K ﹤0.01%
1,543
591
$83K ﹤0.01%
1,470
-2,762
592
$82.8K ﹤0.01%
1,106
593
$82.8K ﹤0.01%
727
-11
594
$82.4K ﹤0.01%
2,136
+396
595
$81.5K ﹤0.01%
1,277
-385
596
$80.2K ﹤0.01%
2,130
597
$80K ﹤0.01%
2,779
+1,204
598
$78.9K ﹤0.01%
+1,849
599
$78.6K ﹤0.01%
1,476
600
$78.5K ﹤0.01%
882
-121
22 23
24
25 26