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
1001
$6.8K ﹤0.01%
349
1002
$6.73K ﹤0.01%
232
1003
$6.68K ﹤0.01%
42
-734
1004
$6.64K ﹤0.01%
271
1005
$6.54K ﹤0.01%
263
1006
$6.52K ﹤0.01%
80
1007
$6.47K ﹤0.01%
373
1008
$6.46K ﹤0.01%
24
1009
$6.45K ﹤0.01%
108
1010
$6.44K ﹤0.01%
278
1011
$6.44K ﹤0.01%
213
1012
$6.41K ﹤0.01%
476
1013
$6.03K ﹤0.01%
1,332
1014
$6.01K ﹤0.01%
174
1015
$5.95K ﹤0.01%
55
+3
1016
$5.86K ﹤0.01%
22
1017
$5.84K ﹤0.01%
72
-122
1018
$5.8K ﹤0.01%
+66
1019
$5.77K ﹤0.01%
53
1020
$5.7K ﹤0.01%
145
1021
$5.65K ﹤0.01%
+172
1022
$5.6K ﹤0.01%
90
1023
$5.58K ﹤0.01%
93
+20
1024
$5.5K ﹤0.01%
59
+4
1025
$5.34K ﹤0.01%
30
39 40
41
42 43