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
626
$65.8K ﹤0.01%
1,911
627
$65.7K ﹤0.01%
695
+663
628
$65.7K ﹤0.01%
750
629
$65.7K ﹤0.01%
2,500
630
$65.7K ﹤0.01%
8,334
631
$65.6K ﹤0.01%
257
-27
632
$65.1K ﹤0.01%
687
633
$65.1K ﹤0.01%
1,084
-12
634
$64.8K ﹤0.01%
407
-11
635
$64.6K ﹤0.01%
550
636
$64.5K ﹤0.01%
+2,998
637
$64.5K ﹤0.01%
1,243
638
$64.4K ﹤0.01%
832
-27
639
$64.4K ﹤0.01%
577
+113
640
$63.7K ﹤0.01%
4,166
641
$63.6K ﹤0.01%
768
642
$62.9K ﹤0.01%
+1,336
643
$62.8K ﹤0.01%
674
644
$62.8K ﹤0.01%
677
645
$62.2K ﹤0.01%
2,296
-35
646
$62K ﹤0.01%
833
+111
647
$61.9K ﹤0.01%
1,647
648
$61.7K ﹤0.01%
800
649
$61.3K ﹤0.01%
1,425
650
$60.9K ﹤0.01%
+1,272
24 25
26
27 28