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
701
$43.2K ﹤0.01%
600
702
$43.1K ﹤0.01%
691
-25
703
$42.7K ﹤0.01%
+927
704
$42.6K ﹤0.01%
30
705
$42K ﹤0.01%
152
+14
706
$41.8K ﹤0.01%
1,165
-21
707
$41.2K ﹤0.01%
658
708
$41.2K ﹤0.01%
80
709
$40.9K ﹤0.01%
860
-27
710
$40.9K ﹤0.01%
1,516
-60
711
$40.5K ﹤0.01%
73
712
$40K ﹤0.01%
1,190
713
$39.9K ﹤0.01%
+315
714
$39.8K ﹤0.01%
1,920
715
$39.7K ﹤0.01%
963
716
$39.6K ﹤0.01%
4,818
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717
$38.3K ﹤0.01%
239
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718
$38.1K ﹤0.01%
322
719
$37.6K ﹤0.01%
342
720
$37.1K ﹤0.01%
1,306
721
$36.7K ﹤0.01%
806
+71
722
$36.4K ﹤0.01%
30
723
$36.1K ﹤0.01%
166
+50
724
$36K ﹤0.01%
1,734
-209
725
$36K ﹤0.01%
236
-50
27 28
29
30 31