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
1101
$2.75K ﹤0.01%
112
1102
$2.75K ﹤0.01%
27
-148
1103
$2.73K ﹤0.01%
+59
1104
$2.71K ﹤0.01%
89
1105
$2.69K ﹤0.01%
110
1106
$2.66K ﹤0.01%
11
1107
$2.66K ﹤0.01%
12
1108
$2.6K ﹤0.01%
30
+1
1109
$2.6K ﹤0.01%
+69
1110
$2.57K ﹤0.01%
72
1111
$2.48K ﹤0.01%
84
+24
1112
$2.44K ﹤0.01%
60
1113
$2.44K ﹤0.01%
59
1114
$2.38K ﹤0.01%
75
1115
$2.3K ﹤0.01%
29
+1
1116
$2.29K ﹤0.01%
31
1117
$2.18K ﹤0.01%
6
-99
1118
$2.16K ﹤0.01%
66
-1
1119
$2.15K ﹤0.01%
85
1120
$2.15K ﹤0.01%
67
-3
1121
$2.14K ﹤0.01%
43
-1
1122
$2.12K ﹤0.01%
38
-2
1123
$2.1K ﹤0.01%
50
1124
$2.1K ﹤0.01%
12
1125
$2.05K ﹤0.01%
40
43 44
45
46 47