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
526
$133K ﹤0.01%
1,833
527
$133K ﹤0.01%
4,901
-1,436
528
$132K ﹤0.01%
1,230
529
$131K ﹤0.01%
1,124
530
$130K ﹤0.01%
2,500
531
$129K ﹤0.01%
5,135
532
$129K ﹤0.01%
1,787
533
$128K ﹤0.01%
2,837
534
$126K ﹤0.01%
1,593
535
$125K ﹤0.01%
3,193
-34
536
$124K ﹤0.01%
826
537
$123K ﹤0.01%
1,596
538
$122K ﹤0.01%
1,045
-33
539
$122K ﹤0.01%
2,151
540
$121K ﹤0.01%
1,000
541
$121K ﹤0.01%
785
542
$121K ﹤0.01%
2,735
543
$118K ﹤0.01%
2,712
544
$116K ﹤0.01%
6,762
545
$116K ﹤0.01%
1,900
+151
546
$114K ﹤0.01%
3,886
+136
547
$113K ﹤0.01%
1,480
-231
548
$112K ﹤0.01%
1,722
-71
549
$110K ﹤0.01%
+1,800
550
$110K ﹤0.01%
361
+5
20 21
22
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