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
1101
$2.05K ﹤0.01%
236
1102
$2.05K ﹤0.01%
81
1103
$2.04K ﹤0.01%
+34
1104
$2.03K ﹤0.01%
+54
1105
$1.95K ﹤0.01%
85
1106
$1.94K ﹤0.01%
74
1107
$1.93K ﹤0.01%
20
1108
$1.88K ﹤0.01%
80
1109
$1.88K ﹤0.01%
60
1110
$1.85K ﹤0.01%
55
1111
$1.83K ﹤0.01%
50
1112
$1.75K ﹤0.01%
12
1113
$1.71K ﹤0.01%
115
-425
1114
$1.67K ﹤0.01%
70
1115
$1.66K ﹤0.01%
65
1116
$1.56K ﹤0.01%
45
1117
$1.51K ﹤0.01%
4
1118
$1.48K ﹤0.01%
23
1119
$1.46K ﹤0.01%
+38
1120
$1.44K ﹤0.01%
+8
1121
$1.44K ﹤0.01%
62
-1
1122
$1.43K ﹤0.01%
62
1123
$1.37K ﹤0.01%
43
1124
$1.35K ﹤0.01%
151
1125
$1.26K ﹤0.01%
2,000
43 44
45
46 47