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
1126
$1.15K ﹤0.01%
105
-7,556
1127
$1.15K ﹤0.01%
27
1128
$1.08K ﹤0.01%
16
1129
$1.01K ﹤0.01%
29
+1
1130
$1.01K ﹤0.01%
75
1131
$1.01K ﹤0.01%
27
+2
1132
$966 ﹤0.01%
100
1133
$964 ﹤0.01%
41
1134
$918 ﹤0.01%
30
1135
$817 ﹤0.01%
+124
1136
$770 ﹤0.01%
68
1137
$745 ﹤0.01%
5
1138
$723 ﹤0.01%
36
1139
$695 ﹤0.01%
+3
1140
$674 ﹤0.01%
+3
1141
$671 ﹤0.01%
100
1142
$648 ﹤0.01%
6
-260
1143
$637 ﹤0.01%
17
1144
$612 ﹤0.01%
24
1145
$502 ﹤0.01%
14
1146
$502 ﹤0.01%
3
1147
$457 ﹤0.01%
84
1148
$373 ﹤0.01%
11
1149
$338 ﹤0.01%
44
-11
1150
$292 ﹤0.01%
83
44 45
46
47 48