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
901
$16K ﹤0.01%
83
902
$15.8K ﹤0.01%
582
+36
903
$15.7K ﹤0.01%
470
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904
$15.7K ﹤0.01%
76
905
$15.6K ﹤0.01%
987
906
$15.6K ﹤0.01%
1,000
907
$15.5K ﹤0.01%
2,820
908
$15.4K ﹤0.01%
1,666
909
$15.3K ﹤0.01%
210
910
$15.3K ﹤0.01%
298
911
$15.3K ﹤0.01%
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912
$15.2K ﹤0.01%
100
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$15.1K ﹤0.01%
600
914
$15.1K ﹤0.01%
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915
$14.8K ﹤0.01%
175
916
$14.8K ﹤0.01%
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917
$14.8K ﹤0.01%
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918
$14.8K ﹤0.01%
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$14.6K ﹤0.01%
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920
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100
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$14.4K ﹤0.01%
233
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$14.2K ﹤0.01%
1,402
+267
923
$14.2K ﹤0.01%
195
924
$14.1K ﹤0.01%
120
+37
925
$14K ﹤0.01%
2,625