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
876
$16.7K ﹤0.01%
40
877
$16.7K ﹤0.01%
245
878
$16.6K ﹤0.01%
46
879
$16.6K ﹤0.01%
+105
880
$16.5K ﹤0.01%
+528
881
$16.4K ﹤0.01%
350
882
$16.4K ﹤0.01%
135
+55
883
$16.4K ﹤0.01%
583
-224
884
$16.3K ﹤0.01%
901
885
$16.1K ﹤0.01%
10,000
886
$16.1K ﹤0.01%
83
887
$16.1K ﹤0.01%
269
888
$15.9K ﹤0.01%
125
889
$15.7K ﹤0.01%
90
890
$15.7K ﹤0.01%
724
+522
891
$15.6K ﹤0.01%
+226
892
$15.6K ﹤0.01%
1,358
893
$15.6K ﹤0.01%
1,856
894
$15.5K ﹤0.01%
325
-188
895
$15.5K ﹤0.01%
636
896
$15.4K ﹤0.01%
15,881
897
$15.4K ﹤0.01%
71
898
$15.4K ﹤0.01%
219
899
$15.3K ﹤0.01%
534
+76
900
$15.1K ﹤0.01%
386
+53