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
1051
$4.46K ﹤0.01%
110
1052
$4.45K ﹤0.01%
22
+1
1053
$4.42K ﹤0.01%
110
1054
$4.41K ﹤0.01%
+191
1055
$4.35K ﹤0.01%
60
1056
$4.35K ﹤0.01%
59
1057
$4.32K ﹤0.01%
1,548
-1,273
1058
$4.29K ﹤0.01%
68
-6
1059
$4.24K ﹤0.01%
417
-16
1060
$4.19K ﹤0.01%
52
-2
1061
$4.17K ﹤0.01%
65
1062
$4.04K ﹤0.01%
22
1063
$4.01K ﹤0.01%
118
1064
$4.01K ﹤0.01%
81
1065
$3.96K ﹤0.01%
79
-120
1066
$3.96K ﹤0.01%
58
+11
1067
$3.93K ﹤0.01%
158
1068
$3.88K ﹤0.01%
32
+1
1069
$3.87K ﹤0.01%
+105
1070
$3.84K ﹤0.01%
23
-23
1071
$3.71K ﹤0.01%
62
1072
$3.69K ﹤0.01%
42
-1
1073
$3.68K ﹤0.01%
25
-9
1074
$3.62K ﹤0.01%
32
-172
1075
$3.52K ﹤0.01%
40
41 42
43
44 45