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
576
$91.6K ﹤0.01%
1,880
577
$91.5K ﹤0.01%
1,450
578
$91.1K ﹤0.01%
1,100
579
$90.2K ﹤0.01%
3,448
-429
580
$89.4K ﹤0.01%
1,900
581
$88.1K ﹤0.01%
4,687
-3,273
582
$87.4K ﹤0.01%
535
-26,864
583
$87.4K ﹤0.01%
1,470
584
$86.6K ﹤0.01%
560
+34
585
$86.5K ﹤0.01%
1,414
586
$85.4K ﹤0.01%
1,700
587
$85.1K ﹤0.01%
1,170
588
$84.3K ﹤0.01%
643
-22
589
$83.9K ﹤0.01%
1,302
590
$83.6K ﹤0.01%
1,470
591
$83.3K ﹤0.01%
+5,000
592
$82.2K ﹤0.01%
1,708
-39
593
$82.1K ﹤0.01%
1,106
594
$81.7K ﹤0.01%
2,205
-744
595
$81.5K ﹤0.01%
9,371
596
$80.8K ﹤0.01%
800
597
$80.7K ﹤0.01%
2,248
+13
598
$80.6K ﹤0.01%
634
-1
599
$79.8K ﹤0.01%
1,476
600
$77.1K ﹤0.01%
882
22 23
24
25 26