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
826
$21.5K ﹤0.01%
+472
827
$21.5K ﹤0.01%
43
828
$21.4K ﹤0.01%
169
-204
829
$21.4K ﹤0.01%
1,722
+14
830
$21.3K ﹤0.01%
1,886
831
$21.1K ﹤0.01%
287
832
$20.8K ﹤0.01%
88
-12
833
$20.6K ﹤0.01%
1,000
834
$20.4K ﹤0.01%
600
835
$20.4K ﹤0.01%
227
+177
836
$20.2K ﹤0.01%
60
837
$20.1K ﹤0.01%
175
838
$19.9K ﹤0.01%
+417
839
$19.9K ﹤0.01%
2,625
840
$19.9K ﹤0.01%
+187
841
$19.8K ﹤0.01%
87
-140
842
$19.8K ﹤0.01%
1,901
843
$19.7K ﹤0.01%
1,021
+34
844
$19.6K ﹤0.01%
735
-56
845
$19.6K ﹤0.01%
11,200
846
$19.5K ﹤0.01%
330
847
$19.4K ﹤0.01%
358
-6
848
$19.3K ﹤0.01%
200
849
$19.3K ﹤0.01%
+290
850
$19.2K ﹤0.01%
+349
32 33
34
35 36