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
876
$17.6K ﹤0.01%
35
877
$17.5K ﹤0.01%
500
878
$17.4K ﹤0.01%
649
+97
879
$17.4K ﹤0.01%
278
880
$17.4K ﹤0.01%
97
881
$17.2K ﹤0.01%
75
882
$17.1K ﹤0.01%
63
883
$17.1K ﹤0.01%
202
+48
884
$17.1K ﹤0.01%
205
-12
885
$17K ﹤0.01%
330
886
$17K ﹤0.01%
750
887
$16.8K ﹤0.01%
175
888
$16.8K ﹤0.01%
285
+16
889
$16.7K ﹤0.01%
473
890
$16.7K ﹤0.01%
610
+410
891
$16.7K ﹤0.01%
40
892
$16.7K ﹤0.01%
199
-341
893
$16.4K ﹤0.01%
278
-680
894
$16.3K ﹤0.01%
754
-4
895
$16.2K ﹤0.01%
801
896
$16.2K ﹤0.01%
245
897
$16.2K ﹤0.01%
226
+13
898
$16.1K ﹤0.01%
350
899
$16.1K ﹤0.01%
400
900
$16K ﹤0.01%
270
34 35
36
37 38