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
951
$9.05K ﹤0.01%
103
952
$9.04K ﹤0.01%
206
953
$8.9K ﹤0.01%
54
+35
954
$8.82K ﹤0.01%
300
955
$8.76K ﹤0.01%
2,246
956
$8.64K ﹤0.01%
100
957
$8.64K ﹤0.01%
90
958
$8.62K ﹤0.01%
117
959
$8.6K ﹤0.01%
78
+4
960
$8.48K ﹤0.01%
+256
961
$8.41K ﹤0.01%
300
962
$8.33K ﹤0.01%
80
963
$8.28K ﹤0.01%
+235
964
$8.28K ﹤0.01%
+111
965
$8.26K ﹤0.01%
130
966
$8.23K ﹤0.01%
+252
967
$8.22K ﹤0.01%
893
968
$8.18K ﹤0.01%
1,666
969
$8.08K ﹤0.01%
135
970
$8K ﹤0.01%
541
+28
971
$7.86K ﹤0.01%
+86
972
$7.69K ﹤0.01%
194
-36
973
$7.66K ﹤0.01%
134
974
$7.58K ﹤0.01%
154
+7
975
$7.54K ﹤0.01%
65
37 38
39
40 41