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
926
$11.7K ﹤0.01%
406
927
$11.6K ﹤0.01%
38
928
$11.5K ﹤0.01%
115
929
$11.4K ﹤0.01%
601
-153
930
$11.3K ﹤0.01%
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931
$11.3K ﹤0.01%
365
932
$11.3K ﹤0.01%
229
+2
933
$11.1K ﹤0.01%
358
934
$11K ﹤0.01%
903
+223
935
$10.8K ﹤0.01%
107
936
$10.8K ﹤0.01%
350
937
$10.8K ﹤0.01%
324
-94
938
$10.5K ﹤0.01%
37
+22
939
$10.2K ﹤0.01%
+121
940
$10.2K ﹤0.01%
217
-1
941
$10.1K ﹤0.01%
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942
$10.1K ﹤0.01%
84
943
$10.1K ﹤0.01%
1,000
944
$10.1K ﹤0.01%
500
-4,095
945
$10K ﹤0.01%
482
-50
946
$10K ﹤0.01%
56
947
$9.84K ﹤0.01%
+80
948
$9.71K ﹤0.01%
+158
949
$9.69K ﹤0.01%
68
950
$9.07K ﹤0.01%
211
36 37
38
39 40