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
76
$9.89M 0.32%
22,451
-13
77
$9.69M 0.31%
174,649
-415
78
$9.68M 0.31%
11,926
+561
79
$9.67M 0.31%
172,232
-11,084
80
$9.66M 0.31%
128,251
-2,485
81
$9.57M 0.31%
73,581
-488
82
$9.55M 0.31%
34,903
-41
83
$9.54M 0.31%
379,869
+56,052
84
$9.53M 0.31%
37,789
-152
85
$9.19M 0.29%
62,323
+885
86
$9.05M 0.29%
45,702
+2,107
87
$9.03M 0.29%
178,761
-3,891
88
$8.95M 0.29%
14,323
+143
89
$8.43M 0.27%
29,579
+1,413
90
$8.37M 0.27%
190,851
+670
91
$8.27M 0.26%
101,718
-20,718
92
$8.21M 0.26%
31,490
-1,303
93
$8.14M 0.26%
40,164
+1,920
94
$7.94M 0.25%
34,330
+127
95
$7.92M 0.25%
76,546
-3,776
96
$7.87M 0.25%
109,324
+15,649
97
$7.74M 0.25%
268,753
-3,271
98
$7.56M 0.24%
320,144
+56,406
99
$7.22M 0.23%
68,463
-3,403
100
$7.18M 0.23%
52,756
+1,214
2 3
4
5 6