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
501
$157K 0.01%
6,725
-305
502
$155K 0.01%
1,999
-1,885
503
$155K 0.01%
2,910
-33
504
$153K ﹤0.01%
2,842
-45
505
$152K ﹤0.01%
1,300
-11
506
$152K ﹤0.01%
1,602
-264
507
$151K ﹤0.01%
1,951
-537
508
$149K ﹤0.01%
617
509
$148K ﹤0.01%
2,930
-16
510
$148K ﹤0.01%
569
511
$147K ﹤0.01%
2,540
512
$146K ﹤0.01%
534
513
$146K ﹤0.01%
1,584
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514
$145K ﹤0.01%
3,556
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515
$145K ﹤0.01%
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516
$145K ﹤0.01%
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517
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1,000
518
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4,110
519
$141K ﹤0.01%
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520
$141K ﹤0.01%
4,800
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521
$140K ﹤0.01%
452
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522
$139K ﹤0.01%
4,847
+1,933
523
$137K ﹤0.01%
12,000
-6,210
524
$137K ﹤0.01%
2,626
525
$134K ﹤0.01%
970
+33
19 20
21
22 23