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
926
$14K ﹤0.01%
341
-593
927
$13.9K ﹤0.01%
792
928
$13.9K ﹤0.01%
46
929
$13.8K ﹤0.01%
845
-600
930
$13.5K ﹤0.01%
125
931
$13.1K ﹤0.01%
219
+209
932
$13.1K ﹤0.01%
50
933
$12.5K ﹤0.01%
928
-61,339
934
$12.5K ﹤0.01%
482
935
$12.4K ﹤0.01%
375
936
$12.2K ﹤0.01%
40
+4
937
$12.1K ﹤0.01%
1,000
938
$11.7K ﹤0.01%
115
939
$11.3K ﹤0.01%
115
940
$11.3K ﹤0.01%
165
941
$11.3K ﹤0.01%
406
942
$11.2K ﹤0.01%
129
-9,881
943
$11K ﹤0.01%
532
-50
944
$10.8K ﹤0.01%
84
945
$10.8K ﹤0.01%
38
-15
946
$10.6K ﹤0.01%
350
947
$10.5K ﹤0.01%
80
948
$10.4K ﹤0.01%
248
949
$10.2K ﹤0.01%
176
950
$10.2K ﹤0.01%
199
36 37
38
39 40