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
976
$8.48K ﹤0.01%
237
977
$8.4K ﹤0.01%
150
978
$8.31K ﹤0.01%
183
+63
979
$8.14K ﹤0.01%
74
980
$8.1K ﹤0.01%
15,881
981
$8.04K ﹤0.01%
893
+525
982
$7.84K ﹤0.01%
206
983
$7.83K ﹤0.01%
135
-5
984
$7.81K ﹤0.01%
80
985
$7.77K ﹤0.01%
837
986
$7.75K ﹤0.01%
130
987
$7.75K ﹤0.01%
103
988
$7.64K ﹤0.01%
100
989
$7.62K ﹤0.01%
266
990
$7.59K ﹤0.01%
25
991
$7.3K ﹤0.01%
131
-90
992
$7.29K ﹤0.01%
270
993
$7.23K ﹤0.01%
410
+16
994
$7.18K ﹤0.01%
83
995
$7.14K ﹤0.01%
75
996
$7.1K ﹤0.01%
65
997
$7.04K ﹤0.01%
137
998
$7K ﹤0.01%
211
999
$6.96K ﹤0.01%
53
1000
$6.85K ﹤0.01%
134
38 39
40
41 42