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
401
$304K 0.01%
1,247
-497
402
$303K 0.01%
2,820
-172
403
$301K 0.01%
533
404
$301K 0.01%
3,518
405
$293K 0.01%
650
406
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3,600
407
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3,804
408
$285K 0.01%
15,357
409
$285K 0.01%
8,211
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410
$284K 0.01%
5,681
411
$281K 0.01%
1,364
412
$280K 0.01%
1,748
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413
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2,035
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414
$277K 0.01%
4,974
415
$276K 0.01%
1,090
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416
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3,033
417
$273K 0.01%
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418
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419
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420
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4,391
-3,972
421
$266K 0.01%
8,204
-18
422
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2,238
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423
$252K 0.01%
7,152
424
$252K 0.01%
+2,929
425
$251K 0.01%
10,000
15 16
17
18 19