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
676
$48.9K ﹤0.01%
2,433
+382
677
$48.8K ﹤0.01%
645
678
$48.5K ﹤0.01%
691
+371
679
$48.4K ﹤0.01%
697
+148
680
$48.4K ﹤0.01%
1,879
+255
681
$48.4K ﹤0.01%
892
682
$48.2K ﹤0.01%
464
683
$47.9K ﹤0.01%
5,185
+2,135
684
$47.9K ﹤0.01%
1,644
+144
685
$47.9K ﹤0.01%
399
-190
686
$47.8K ﹤0.01%
924
687
$47.6K ﹤0.01%
900
688
$47.6K ﹤0.01%
2,292
689
$47.5K ﹤0.01%
510
690
$47.4K ﹤0.01%
586
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$47.4K ﹤0.01%
19
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692
$47.3K ﹤0.01%
+1,328
693
$47.2K ﹤0.01%
593
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694
$47.1K ﹤0.01%
750
695
$46.9K ﹤0.01%
1,346
696
$46.8K ﹤0.01%
748
+48
697
$46.8K ﹤0.01%
255
698
$46.4K ﹤0.01%
887
+124
699
$46.3K ﹤0.01%
600
700
$46.2K ﹤0.01%
475
-1