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
476
$181K 0.01%
1,533
-1
477
$179K 0.01%
2,148
-498
478
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785
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479
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480
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4,703
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481
$173K 0.01%
2,555
-11
482
$173K 0.01%
1,137
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483
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3,424
484
$172K 0.01%
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485
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2,515
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486
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-1,540
487
$170K 0.01%
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488
$169K 0.01%
1,173
-32,669
489
$169K 0.01%
3,611
-2
490
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2,905
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491
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492
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487
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494
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1,857
-1,033
495
$162K 0.01%
1,045
496
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2,122
497
$160K 0.01%
3,229
+183
498
$159K 0.01%
9,391
+666
499
$159K 0.01%
+2,790
500
$158K 0.01%
9,901
+2,849
18 19
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