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
801
$24.3K ﹤0.01%
580
802
$24.2K ﹤0.01%
654
803
$24K ﹤0.01%
538
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196
805
$23.6K ﹤0.01%
743
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630
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+129
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810
$23.3K ﹤0.01%
589
+109
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$23.3K ﹤0.01%
646
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$23K ﹤0.01%
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$22.6K ﹤0.01%
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$22.1K ﹤0.01%
+3,400
815
$22.1K ﹤0.01%
248
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$21.9K ﹤0.01%
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$21.9K ﹤0.01%
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$21.8K ﹤0.01%
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$21.8K ﹤0.01%
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$21.8K ﹤0.01%
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$21.7K ﹤0.01%
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$21.6K ﹤0.01%
269
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$21.6K ﹤0.01%
87
-135
825
$21.5K ﹤0.01%
125