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
1076
$2.83K ﹤0.01%
34
1077
$2.82K ﹤0.01%
85
1078
$2.8K ﹤0.01%
+47
1079
$2.77K ﹤0.01%
65
1080
$2.76K ﹤0.01%
137
1081
$2.75K ﹤0.01%
15
1082
$2.73K ﹤0.01%
210
1083
$2.72K ﹤0.01%
92
+1
1084
$2.67K ﹤0.01%
66
1085
$2.62K ﹤0.01%
89
1086
$2.56K ﹤0.01%
+44
1087
$2.56K ﹤0.01%
36
1088
$2.48K ﹤0.01%
42
1089
$2.42K ﹤0.01%
110
1090
$2.41K ﹤0.01%
40
1091
$2.39K ﹤0.01%
+89
1092
$2.33K ﹤0.01%
60
1093
$2.31K ﹤0.01%
+70
1094
$2.3K ﹤0.01%
600
1095
$2.29K ﹤0.01%
1,000
1096
$2.22K ﹤0.01%
71
1097
$2.19K ﹤0.01%
75
1098
$2.18K ﹤0.01%
112
1099
$2.17K ﹤0.01%
11
1100
$2.14K ﹤0.01%
12
-1
42 43
44
45 46