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
676
$50.3K ﹤0.01%
1,554
-207
677
$50.1K ﹤0.01%
1,754
+110
678
$49K ﹤0.01%
1,072
679
$48.9K ﹤0.01%
1,341
+1,089
680
$48.7K ﹤0.01%
639
-16
681
$48.4K ﹤0.01%
468
-7
682
$48.3K ﹤0.01%
596
-6
683
$45.9K ﹤0.01%
750
684
$45.7K ﹤0.01%
1,575
685
$45.7K ﹤0.01%
245
686
$45.7K ﹤0.01%
500
687
$45.4K ﹤0.01%
261
688
$45.3K ﹤0.01%
1,446
+1,443
689
$45.3K ﹤0.01%
334
+56
690
$45.1K ﹤0.01%
1,357
691
$45.1K ﹤0.01%
943
+901
692
$44.7K ﹤0.01%
1,549
-6
693
$44.7K ﹤0.01%
77
-39
694
$44.6K ﹤0.01%
669
695
$44.6K ﹤0.01%
768
696
$44.6K ﹤0.01%
854
+280
697
$44.2K ﹤0.01%
3,066
-486
698
$44K ﹤0.01%
3,056
-42
699
$43.9K ﹤0.01%
468
+359
700
$43.2K ﹤0.01%
1,603
26 27
28
29 30