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
551
$109K ﹤0.01%
783
-33
552
$109K ﹤0.01%
280
553
$108K ﹤0.01%
973
-150
554
$107K ﹤0.01%
13,300
555
$107K ﹤0.01%
1,743
-75
556
$106K ﹤0.01%
1,268
557
$105K ﹤0.01%
8,281
-268
558
$105K ﹤0.01%
1,701
+831
559
$103K ﹤0.01%
503
560
$103K ﹤0.01%
9,531
-1,779
561
$103K ﹤0.01%
1,343
-185
562
$103K ﹤0.01%
4,140
563
$102K ﹤0.01%
1,303
-35
564
$100K ﹤0.01%
+7,141
565
$99.8K ﹤0.01%
1,945
566
$99.4K ﹤0.01%
1,724
+274
567
$96.9K ﹤0.01%
1,570
-622
568
$96.7K ﹤0.01%
470
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569
$95.8K ﹤0.01%
1,190
570
$95.2K ﹤0.01%
4,912
-5,126
571
$94.6K ﹤0.01%
+4,500
572
$94K ﹤0.01%
3,041
+17
573
$93.6K ﹤0.01%
113
-11
574
$93.4K ﹤0.01%
2,960
575
$91.9K ﹤0.01%
16,060
21 22
23
24 25