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
426
$251K 0.01%
7,100
427
$251K 0.01%
4,950
428
$250K 0.01%
1,515
429
$249K 0.01%
8,279
-20
430
$249K 0.01%
425
-42
431
$246K 0.01%
2,550
432
$246K 0.01%
2,318
-2,744
433
$246K 0.01%
2,000
434
$242K 0.01%
1,519
+163
435
$240K 0.01%
3,179
-1,093
436
$239K 0.01%
1,500
437
$237K 0.01%
+7,000
438
$235K 0.01%
1,433
-587
439
$232K 0.01%
5,737
+149
440
$229K 0.01%
4,710
-220
441
$229K 0.01%
5,401
-91
442
$229K 0.01%
1,670
443
$228K 0.01%
561
-301
444
$225K 0.01%
23,301
-647
445
$223K 0.01%
5,095
446
$221K 0.01%
457
-9
447
$219K 0.01%
2,000
448
$219K 0.01%
3,451
449
$218K 0.01%
1,833
450
$217K 0.01%
7,300
16 17
18
19 20