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
751
$34.4K ﹤0.01%
653
-654
752
$34.2K ﹤0.01%
362
+27
753
$34.2K ﹤0.01%
5,360
+360
754
$33.9K ﹤0.01%
844
755
$33.6K ﹤0.01%
3,859
756
$33.5K ﹤0.01%
5,000
757
$33.4K ﹤0.01%
323
758
$33.4K ﹤0.01%
571
759
$33.3K ﹤0.01%
+224
760
$33.1K ﹤0.01%
319
761
$32.8K ﹤0.01%
86
762
$32.8K ﹤0.01%
759
763
$32.5K ﹤0.01%
233
764
$32.3K ﹤0.01%
635
765
$32K ﹤0.01%
98
766
$31.8K ﹤0.01%
342
767
$31.5K ﹤0.01%
1,000
768
$31.5K ﹤0.01%
297
-2,108
769
$31.5K ﹤0.01%
342
-58
770
$31.4K ﹤0.01%
440
771
$31.1K ﹤0.01%
2,612
772
$31K ﹤0.01%
1,135
773
$30.3K ﹤0.01%
134
+22
774
$30.1K ﹤0.01%
964
775
$30.1K ﹤0.01%
636
29 30
31
32 33