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
901
$15.1K ﹤0.01%
186
-13
902
$15K ﹤0.01%
253
903
$14.7K ﹤0.01%
131
904
$14.7K ﹤0.01%
+520
905
$14.6K ﹤0.01%
50
906
$14.4K ﹤0.01%
600
907
$14.3K ﹤0.01%
298
908
$14.2K ﹤0.01%
651
909
$13.8K ﹤0.01%
575
-6,600
910
$13.8K ﹤0.01%
1,402
911
$13.7K ﹤0.01%
36
+7
912
$13.6K ﹤0.01%
248
913
$13.4K ﹤0.01%
+2,100
914
$13.4K ﹤0.01%
792
915
$13.3K ﹤0.01%
2,000
916
$13.3K ﹤0.01%
+2,100
917
$13.3K ﹤0.01%
165
918
$13.2K ﹤0.01%
40
919
$12.9K ﹤0.01%
115
920
$12.5K ﹤0.01%
345
921
$12.4K ﹤0.01%
494
+12
922
$12.3K ﹤0.01%
+242
923
$12.3K ﹤0.01%
525
924
$12.2K ﹤0.01%
120
925
$12.2K ﹤0.01%
+57
35 36
37
38 39