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
751
$30.1K ﹤0.01%
842
752
$30.1K ﹤0.01%
1,135
753
$30K ﹤0.01%
176
754
$29.9K ﹤0.01%
832
+8
755
$29.7K ﹤0.01%
567
756
$29.7K ﹤0.01%
681
-85
757
$29.7K ﹤0.01%
5,164
758
$29.6K ﹤0.01%
2,093
-188,067
759
$29.3K ﹤0.01%
1,325
760
$29.2K ﹤0.01%
606
+153
761
$29.1K ﹤0.01%
1,275
+35
762
$29.1K ﹤0.01%
1,746
763
$28.8K ﹤0.01%
1,233
764
$28.8K ﹤0.01%
1,000
765
$28.5K ﹤0.01%
1,073
-6
766
$28.5K ﹤0.01%
1,250
767
$28.3K ﹤0.01%
+10,000
768
$28.2K ﹤0.01%
2,500
769
$27.9K ﹤0.01%
2,277
-335
770
$27.7K ﹤0.01%
831
-966
771
$27.6K ﹤0.01%
477
772
$27.5K ﹤0.01%
417
-29
773
$27.5K ﹤0.01%
225
774
$27.5K ﹤0.01%
980
775
$27.4K ﹤0.01%
272
-6
29 30
31
32 33