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
1026
$5.41K ﹤0.01%
+412
1027
$5.39K ﹤0.01%
71
+2
1028
$5.32K ﹤0.01%
77
+1
1029
$5.32K ﹤0.01%
281
+49
1030
$5.3K ﹤0.01%
+132
1031
$5.29K ﹤0.01%
28
+1
1032
$5.28K ﹤0.01%
47
1033
$5.2K ﹤0.01%
60
1034
$5.13K ﹤0.01%
+61
1035
$5.08K ﹤0.01%
173
-664
1036
$5.08K ﹤0.01%
103
-80
1037
$4.98K ﹤0.01%
351
1038
$4.93K ﹤0.01%
159
1039
$4.9K ﹤0.01%
+100
1040
$4.87K ﹤0.01%
96
+3
1041
$4.84K ﹤0.01%
70
-70
1042
$4.82K ﹤0.01%
11
-61
1043
$4.67K ﹤0.01%
24
-1
1044
$4.66K ﹤0.01%
+93
1045
$4.59K ﹤0.01%
24
-1
1046
$4.56K ﹤0.01%
68
1047
$4.56K ﹤0.01%
42
1048
$4.55K ﹤0.01%
+36
1049
$4.51K ﹤0.01%
135
1050
$4.48K ﹤0.01%
+31
40 41
42
43 44