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
651
$60.9K ﹤0.01%
510
652
$60.8K ﹤0.01%
1,897
653
$60.4K ﹤0.01%
1,143
654
$59.8K ﹤0.01%
+1,650
655
$58.6K ﹤0.01%
110
656
$58.4K ﹤0.01%
1,292
657
$58.4K ﹤0.01%
692
658
$58K ﹤0.01%
574
659
$58K ﹤0.01%
255
660
$57.7K ﹤0.01%
924
661
$56.1K ﹤0.01%
232
+157
662
$55.6K ﹤0.01%
3,898
+208
663
$54.8K ﹤0.01%
500
664
$54.5K ﹤0.01%
2,518
+85
665
$54.4K ﹤0.01%
1,357
666
$54.1K ﹤0.01%
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$54K ﹤0.01%
22,691
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668
$53.7K ﹤0.01%
497
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669
$53.2K ﹤0.01%
205
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670
$53.1K ﹤0.01%
950
-62
671
$52.8K ﹤0.01%
1,532
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672
$52.6K ﹤0.01%
5,601
673
$52.3K ﹤0.01%
645
674
$52.2K ﹤0.01%
552
-992
675
$51.6K ﹤0.01%
900
25 26
27
28 29