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
601
$76.6K ﹤0.01%
1,072
+298
602
$74.6K ﹤0.01%
800
603
$74.4K ﹤0.01%
1,152
604
$74.4K ﹤0.01%
1,275
605
$74K ﹤0.01%
795
-104
606
$74K ﹤0.01%
326
+107
607
$73.6K ﹤0.01%
992
-3
608
$73.3K ﹤0.01%
545
-168
609
$72.7K ﹤0.01%
1,800
610
$72.4K ﹤0.01%
28
611
$72.3K ﹤0.01%
347
-160
612
$72.3K ﹤0.01%
1,280
613
$71.3K ﹤0.01%
3,575
614
$70.8K ﹤0.01%
830
+9
615
$70.6K ﹤0.01%
754
616
$69.7K ﹤0.01%
1,726
617
$69.5K ﹤0.01%
292
-17
618
$69.1K ﹤0.01%
16,703
+229
619
$69.1K ﹤0.01%
500
620
$68.6K ﹤0.01%
1,907
+13
621
$68.2K ﹤0.01%
+1,226
622
$68.1K ﹤0.01%
+1,114
623
$68K ﹤0.01%
661
624
$67.6K ﹤0.01%
7,450
625
$66K ﹤0.01%
860
+3
23 24
25
26 27