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
701
$44.9K ﹤0.01%
666
702
$44.8K ﹤0.01%
480
+26
703
$44.6K ﹤0.01%
1,190
704
$44.3K ﹤0.01%
750
705
$43.5K ﹤0.01%
2,090
706
$43.5K ﹤0.01%
372
-3
707
$43.3K ﹤0.01%
415
708
$43.3K ﹤0.01%
500
709
$43.1K ﹤0.01%
669
710
$43K ﹤0.01%
+506
711
$42.8K ﹤0.01%
261
712
$42.4K ﹤0.01%
188
+4
713
$42.3K ﹤0.01%
2,240
714
$42K ﹤0.01%
10,000
715
$41.9K ﹤0.01%
5,006
-382
716
$41.9K ﹤0.01%
546
717
$41.7K ﹤0.01%
973
718
$41.1K ﹤0.01%
+918
719
$41K ﹤0.01%
77
-2
720
$40.8K ﹤0.01%
1,049
-1,590
721
$40.4K ﹤0.01%
1,357
722
$39.9K ﹤0.01%
245
723
$39.5K ﹤0.01%
658
724
$39.3K ﹤0.01%
30
725
$39K ﹤0.01%
2,000
27 28
29
30 31