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
1051
$3.89K ﹤0.01%
158
1052
$3.87K ﹤0.01%
81
1053
$3.78K ﹤0.01%
195
-4,605
1054
$3.77K ﹤0.01%
100
-3
1055
$3.75K ﹤0.01%
15
-31
1056
$3.73K ﹤0.01%
+33
1057
$3.7K ﹤0.01%
+46
1058
$3.69K ﹤0.01%
146
-71
1059
$3.69K ﹤0.01%
+20
1060
$3.61K ﹤0.01%
21
1061
$3.59K ﹤0.01%
25
1062
$3.59K ﹤0.01%
33
-2
1063
$3.49K ﹤0.01%
+12
1064
$3.47K ﹤0.01%
525
1065
$3.47K ﹤0.01%
40
1066
$3.46K ﹤0.01%
53
+4
1067
$3.44K ﹤0.01%
50
1068
$3.37K ﹤0.01%
37
-1
1069
$3.33K ﹤0.01%
220
1070
$3.23K ﹤0.01%
70
1071
$3.21K ﹤0.01%
+32
1072
$3.19K ﹤0.01%
66
1073
$3.18K ﹤0.01%
30
-70
1074
$3.17K ﹤0.01%
68
1075
$2.91K ﹤0.01%
31
41 42
43
44 45