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
1001
$6.26K ﹤0.01%
150
1002
$6.26K ﹤0.01%
53
1003
$6.24K ﹤0.01%
272
1004
$6.22K ﹤0.01%
93
1005
$6.2K ﹤0.01%
367
-231
1006
$6.15K ﹤0.01%
+291
1007
$6.12K ﹤0.01%
94
+26
1008
$6.09K ﹤0.01%
174
1009
$6.09K ﹤0.01%
201
1010
$6.09K ﹤0.01%
172
1011
$6.05K ﹤0.01%
39
1012
$5.99K ﹤0.01%
188
+85
1013
$5.94K ﹤0.01%
1,332
1014
$5.91K ﹤0.01%
72
1015
$5.8K ﹤0.01%
309
-101
1016
$5.75K ﹤0.01%
305
1017
$5.75K ﹤0.01%
80
1018
$5.65K ﹤0.01%
90
1019
$5.64K ﹤0.01%
+146
1020
$5.6K ﹤0.01%
57
-1
1021
$5.57K ﹤0.01%
33
+1
1022
$5.55K ﹤0.01%
54
-1
1023
$5.55K ﹤0.01%
91
-21
1024
$5.5K ﹤0.01%
+152
1025
$5.46K ﹤0.01%
+229
39 40
41
42 43