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
951
$10.2K ﹤0.01%
107
952
$10.2K ﹤0.01%
300
953
$10.1K ﹤0.01%
209
-4
954
$9.96K ﹤0.01%
+96
955
$9.91K ﹤0.01%
56
956
$9.86K ﹤0.01%
140
957
$9.81K ﹤0.01%
227
+23
958
$9.79K ﹤0.01%
680
959
$9.71K ﹤0.01%
358
960
$9.58K ﹤0.01%
4,200
961
$9.56K ﹤0.01%
68
962
$9.52K ﹤0.01%
109
963
$9.44K ﹤0.01%
100
964
$9.25K ﹤0.01%
598
965
$9.15K ﹤0.01%
445
966
$9.15K ﹤0.01%
90
967
$9.03K ﹤0.01%
2,246
968
$8.97K ﹤0.01%
2,821
969
$8.84K ﹤0.01%
58
970
$8.74K ﹤0.01%
525
971
$8.71K ﹤0.01%
300
972
$8.54K ﹤0.01%
190
973
$8.53K ﹤0.01%
147
974
$8.51K ﹤0.01%
535
+22
975
$8.5K ﹤0.01%
250