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
326
$583K 0.02%
1,773
+69
327
$580K 0.02%
14,721
+2,079
328
$573K 0.02%
7,234
329
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4,741
-1,141
330
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3,413
-125
331
$561K 0.02%
15,035
-2
332
$559K 0.02%
4,036
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333
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17,845
334
$531K 0.02%
15,828
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335
$530K 0.02%
5,076
336
$525K 0.02%
1,804
337
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338
$521K 0.02%
7,885
-1,686
339
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3,995
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340
$510K 0.02%
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341
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342
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6,280
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343
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6,356
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344
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3,356
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345
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604
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346
$472K 0.02%
5,184
347
$465K 0.01%
2,116
348
$458K 0.01%
2,176
-271
349
$458K 0.01%
12,398
-140,488
350
$457K 0.01%
3,603
-50
12 13
14
15 16