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
51
$14.5M 0.47%
24,350
+425
52
$14.5M 0.46%
171,797
-1,127
53
$14.3M 0.46%
109,248
-1,759
54
$13.2M 0.42%
140,203
+637
55
$13.2M 0.42%
56,938
-6,879
56
$13.1M 0.42%
61,357
-834
57
$13M 0.42%
33,677
+125
58
$12.9M 0.41%
18,289
+495
59
$12.8M 0.41%
37,024
-1,037
60
$12.4M 0.4%
139,198
+5,079
61
$12M 0.38%
165,940
-5,036
62
$11.8M 0.38%
44,784
-53
63
$11.5M 0.37%
95,267
+383
64
$11.5M 0.37%
68,919
+3,433
65
$11.5M 0.37%
114,526
+427
66
$11.1M 0.36%
17,610
-1,108
67
$11M 0.35%
19,258
+136
68
$11M 0.35%
82,534
+1,935
69
$10.7M 0.34%
56,687
+200
70
$10.6M 0.34%
35,709
+66
71
$10.5M 0.34%
13,847
-3
72
$10.5M 0.34%
67,571
-1,725
73
$10.3M 0.33%
205,337
-1,795
74
$10.1M 0.32%
206,310
+10,022
75
$10.1M 0.32%
26,765
-1,114
1 2
3
4 5