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
1076
$3.5K ﹤0.01%
15
-1
1077
$3.45K ﹤0.01%
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1078
$3.43K ﹤0.01%
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1079
$3.41K ﹤0.01%
45
+1
1080
$3.39K ﹤0.01%
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-254
1081
$3.35K ﹤0.01%
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1082
$3.28K ﹤0.01%
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1083
$3.28K ﹤0.01%
33
+1
1084
$3.27K ﹤0.01%
52
-1
1085
$3.24K ﹤0.01%
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1086
$3.15K ﹤0.01%
151
1087
$3.15K ﹤0.01%
137
1088
$3.13K ﹤0.01%
36
1089
$3.12K ﹤0.01%
83
-130
1090
$3.12K ﹤0.01%
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1091
$3.06K ﹤0.01%
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1092
$3.03K ﹤0.01%
85
1093
$3K ﹤0.01%
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1094
$2.99K ﹤0.01%
30
1095
$2.99K ﹤0.01%
34
1096
$2.96K ﹤0.01%
55
1097
$2.94K ﹤0.01%
93
1098
$2.92K ﹤0.01%
32
-17
1099
$2.83K ﹤0.01%
175
1100
$2.77K ﹤0.01%
50
42 43
44
45 46