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
776
$27.4K ﹤0.01%
2,302
-3,602
777
$27.3K ﹤0.01%
211
778
$27.3K ﹤0.01%
232
779
$27.3K ﹤0.01%
371
+176
780
$27.1K ﹤0.01%
125
781
$27.1K ﹤0.01%
844
782
$27K ﹤0.01%
1,304
-500
783
$27K ﹤0.01%
1,115
-432
784
$26.9K ﹤0.01%
284
785
$26.9K ﹤0.01%
233
786
$26.8K ﹤0.01%
1,317
787
$26.8K ﹤0.01%
710
788
$26.8K ﹤0.01%
134
+1
789
$26.2K ﹤0.01%
106
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$26.1K ﹤0.01%
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$25.1K ﹤0.01%
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$25.1K ﹤0.01%
+720
793
$25.1K ﹤0.01%
2,059
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794
$25K ﹤0.01%
569
795
$25K ﹤0.01%
472
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796
$24.6K ﹤0.01%
400
797
$24.6K ﹤0.01%
69
-16
798
$24.6K ﹤0.01%
90
+1
799
$24.5K ﹤0.01%
800
800
$24.5K ﹤0.01%
44
30 31
32
33 34