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
851
$20.3K ﹤0.01%
871
852
$20.3K ﹤0.01%
112
853
$20.2K ﹤0.01%
1,132
854
$19.9K ﹤0.01%
43
855
$19.8K ﹤0.01%
+170
856
$19.6K ﹤0.01%
68
-97
857
$19.5K ﹤0.01%
613
858
$19.4K ﹤0.01%
269
859
$19.3K ﹤0.01%
735
860
$19.1K ﹤0.01%
225
861
$19K ﹤0.01%
167
862
$18.9K ﹤0.01%
440
863
$18.9K ﹤0.01%
10,000
864
$18.8K ﹤0.01%
180
865
$18.7K ﹤0.01%
453
+80
866
$18.7K ﹤0.01%
329
867
$18.4K ﹤0.01%
372
+2
868
$18.4K ﹤0.01%
743
869
$18.4K ﹤0.01%
1,000
870
$18.4K ﹤0.01%
1,901
871
$18.4K ﹤0.01%
798
872
$18.2K ﹤0.01%
327
-544
873
$17.9K ﹤0.01%
458
-29
874
$17.7K ﹤0.01%
333
875
$17.6K ﹤0.01%
600
33 34
35
36 37