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
$3.12B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.65M
3
+$4.48M
4
NSA icon
National Storage Affiliates Trust
NSA
+$2.72M
5
GEHC icon
GE HealthCare
GEHC
+$2.7M

Top Sells

1
+$7.06M
2
+$5.19M
3
+$4.72M
4
JKHY icon
Jack Henry & Associates
JKHY
+$4.39M
5
AAPL icon
Apple
AAPL
+$3.33M

Sector Composition

1 Technology 23.24%
2 Financials 9.89%
3 Healthcare 8.18%
4 Consumer Discretionary 7.96%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.35M 0.04%
19,649
-2,946
252
$1.34M 0.04%
12,975
253
$1.31M 0.04%
4,385
-260
254
$1.28M 0.04%
7,177
+306
255
$1.27M 0.04%
47,098
-8,886
256
$1.26M 0.04%
10,000
257
$1.26M 0.04%
19,142
+113
258
$1.25M 0.04%
25,482
-3,970
259
$1.23M 0.04%
159,135
-41,695
260
$1.22M 0.04%
31,295
-78
261
$1.21M 0.04%
23,267
262
$1.18M 0.04%
9,414
+37
263
$1.18M 0.04%
7,475
264
$1.16M 0.04%
11,629
-1,580
265
$1.15M 0.04%
30,141
-2,636
266
$1.13M 0.04%
2,413
+65
267
$1.1M 0.04%
9,413
+1,498
268
$1.08M 0.03%
13,071
-660
269
$1.08M 0.03%
20,903
-6,853
270
$1.07M 0.03%
5,971
-31
271
$1.06M 0.03%
13,802
-2,482
272
$1.05M 0.03%
6,411
+278
273
$1.05M 0.03%
13,560
-9,580
274
$1.05M 0.03%
24,177
-163,142
275
$1.04M 0.03%
12,295
9 10
11
12 13