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
976
$7.54K ﹤0.01%
125
+11
977
$7.41K ﹤0.01%
250
978
$7.39K ﹤0.01%
137
979
$7.38K ﹤0.01%
+329
980
$7.35K ﹤0.01%
156
-27
981
$7.35K ﹤0.01%
66
982
$7.28K ﹤0.01%
94
-1
983
$7.24K ﹤0.01%
22
984
$7.2K ﹤0.01%
+541
985
$7.18K ﹤0.01%
271
986
$7.15K ﹤0.01%
476
987
$7.13K ﹤0.01%
+1,129
988
$7K ﹤0.01%
349
989
$6.93K ﹤0.01%
97
990
$6.78K ﹤0.01%
129
991
$6.77K ﹤0.01%
25
992
$6.69K ﹤0.01%
82
+31
993
$6.57K ﹤0.01%
263
994
$6.55K ﹤0.01%
35
+3
995
$6.44K ﹤0.01%
+345
996
$6.42K ﹤0.01%
373
997
$6.41K ﹤0.01%
145
998
$6.34K ﹤0.01%
+696
999
$6.32K ﹤0.01%
116
1000
$6.27K ﹤0.01%
232
-5
38 39
40
41 42