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
601
$77.5K ﹤0.01%
3,550
602
$77.3K ﹤0.01%
638
-1
603
$75.6K ﹤0.01%
1,170
604
$75.6K ﹤0.01%
1,833
605
$75.5K ﹤0.01%
800
606
$75.1K ﹤0.01%
1,470
-207
607
$74.3K ﹤0.01%
4,632
608
$73.7K ﹤0.01%
2,500
609
$73.1K ﹤0.01%
1,447
610
$72.2K ﹤0.01%
7,450
611
$71.7K ﹤0.01%
857
612
$70.5K ﹤0.01%
1,785
613
$69.4K ﹤0.01%
311
614
$69.3K ﹤0.01%
5,904
615
$68.7K ﹤0.01%
754
616
$68.2K ﹤0.01%
1,203
-3
617
$67.9K ﹤0.01%
800
618
$67.6K ﹤0.01%
4,166
619
$67.5K ﹤0.01%
508
620
$67.2K ﹤0.01%
1,280
621
$67.1K ﹤0.01%
1,894
622
$66.5K ﹤0.01%
500
623
$66.5K ﹤0.01%
3,575
624
$65.5K ﹤0.01%
8,334
625
$65.3K ﹤0.01%
800
23 24
25
26 27