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
651
$55.6K ﹤0.01%
420
-220
652
$55.2K ﹤0.01%
3,440
653
$55K ﹤0.01%
+899
654
$54.9K ﹤0.01%
611
655
$53.5K ﹤0.01%
291
656
$53.2K ﹤0.01%
437
657
$53K ﹤0.01%
316
-3
658
$53K ﹤0.01%
252
+5
659
$52.9K ﹤0.01%
851
-800
660
$52.9K ﹤0.01%
1,603
661
$52.8K ﹤0.01%
963
662
$52.4K ﹤0.01%
241
+28
663
$52K ﹤0.01%
222
-80
664
$51.8K ﹤0.01%
821
+85
665
$51.7K ﹤0.01%
227
666
$51.3K ﹤0.01%
692
667
$51.1K ﹤0.01%
1,357
668
$50.9K ﹤0.01%
+1,022
669
$50.4K ﹤0.01%
1,072
670
$50.3K ﹤0.01%
768
671
$50.2K ﹤0.01%
276
-6
672
$49.7K ﹤0.01%
410
+265
673
$49.3K ﹤0.01%
1,146
+2
674
$49.2K ﹤0.01%
677
-156
675
$49.1K ﹤0.01%
22,325
25 26
27
28 29