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
726
$35.7K ﹤0.01%
1,045
727
$35.4K ﹤0.01%
759
728
$35K ﹤0.01%
1,073
-74,493
729
$34.7K ﹤0.01%
2,869
730
$34.5K ﹤0.01%
600
-373
731
$34.2K ﹤0.01%
1,538
-55,387
732
$34.2K ﹤0.01%
1,495
+50
733
$33.4K ﹤0.01%
125
734
$33.4K ﹤0.01%
+4,944
735
$33.4K ﹤0.01%
725
736
$33.3K ﹤0.01%
909
-140
737
$33.2K ﹤0.01%
3,838
738
$32.9K ﹤0.01%
146
739
$32.8K ﹤0.01%
183
740
$32.3K ﹤0.01%
272
741
$32.3K ﹤0.01%
1,758
+158
742
$32.2K ﹤0.01%
809
743
$31.9K ﹤0.01%
400
744
$31.5K ﹤0.01%
818
+15
745
$31.3K ﹤0.01%
1,027
+12
746
$30.9K ﹤0.01%
+673
747
$30.6K ﹤0.01%
385
748
$30.5K ﹤0.01%
240
749
$30.2K ﹤0.01%
407
750
$30.2K ﹤0.01%
+279
28 29
30
31 32