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
801
$26.2K ﹤0.01%
272
+235
802
$26.2K ﹤0.01%
600
803
$26.2K ﹤0.01%
5,164
804
$26K ﹤0.01%
501
805
$25.9K ﹤0.01%
407
806
$25.7K ﹤0.01%
735
-20
807
$25.5K ﹤0.01%
500
808
$25.4K ﹤0.01%
+216
809
$25.3K ﹤0.01%
74
810
$25.3K ﹤0.01%
710
811
$25.1K ﹤0.01%
807
812
$25K ﹤0.01%
+1,317
813
$24.9K ﹤0.01%
1,275
814
$24.7K ﹤0.01%
+1,250
815
$24.7K ﹤0.01%
232
816
$24.5K ﹤0.01%
191
-5
817
$24.5K ﹤0.01%
800
818
$24.3K ﹤0.01%
809
819
$24.3K ﹤0.01%
580
820
$24.2K ﹤0.01%
2,869
821
$24.1K ﹤0.01%
513
822
$23.9K ﹤0.01%
621
+108
823
$23.8K ﹤0.01%
125
+15
824
$23.6K ﹤0.01%
+455
825
$23.6K ﹤0.01%
240