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
851
$19.1K ﹤0.01%
100
852
$19K ﹤0.01%
517
853
$18.9K ﹤0.01%
2,820
854
$18.8K ﹤0.01%
270
855
$18.8K ﹤0.01%
109
+6
856
$18.3K ﹤0.01%
500
857
$18.3K ﹤0.01%
400
858
$18.3K ﹤0.01%
649
859
$17.7K ﹤0.01%
201
+25
860
$17.6K ﹤0.01%
63
861
$17.6K ﹤0.01%
229
+3
862
$17.4K ﹤0.01%
750
863
$17.4K ﹤0.01%
197
864
$17.4K ﹤0.01%
87
-494
865
$17.3K ﹤0.01%
210
866
$17.2K ﹤0.01%
341
867
$17.2K ﹤0.01%
278
868
$17.2K ﹤0.01%
473
869
$17.1K ﹤0.01%
710
870
$17.1K ﹤0.01%
440
871
$17.1K ﹤0.01%
392
-8
872
$17K ﹤0.01%
197
-2
873
$16.9K ﹤0.01%
97
874
$16.9K ﹤0.01%
100
875
$16.9K ﹤0.01%
+600
33 34
35
36 37