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
1026
$5.23K ﹤0.01%
110
1027
$5.22K ﹤0.01%
116
1028
$5.2K ﹤0.01%
47
1029
$5.11K ﹤0.01%
159
1030
$4.73K ﹤0.01%
25
1031
$4.7K ﹤0.01%
500
1032
$4.55K ﹤0.01%
+42
1033
$4.54K ﹤0.01%
41
1034
$4.42K ﹤0.01%
+135
1035
$4.41K ﹤0.01%
351
+7
1036
$4.36K ﹤0.01%
110
1037
$4.32K ﹤0.01%
54
-460
1038
$4.3K ﹤0.01%
68
1039
$4.3K ﹤0.01%
40
+11
1040
$4.29K ﹤0.01%
11
1041
$4.27K ﹤0.01%
60
1042
$4.25K ﹤0.01%
43
1043
$4.19K ﹤0.01%
+50
1044
$4.15K ﹤0.01%
60
1045
$4.14K ﹤0.01%
433
-13
1046
$4.09K ﹤0.01%
26
-204
1047
$4.07K ﹤0.01%
120
+2
1048
$4.05K ﹤0.01%
74
1049
$3.98K ﹤0.01%
65
1050
$3.91K ﹤0.01%
103
40 41
42
43 44