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
1126
$2.04K ﹤0.01%
4
1127
$2.04K ﹤0.01%
78
1128
$1.95K ﹤0.01%
15
1129
$1.93K ﹤0.01%
20
1130
$1.92K ﹤0.01%
55
1131
$1.9K ﹤0.01%
8
1132
$1.9K ﹤0.01%
62
1133
$1.86K ﹤0.01%
325
1134
$1.78K ﹤0.01%
62
1135
$1.75K ﹤0.01%
83
1136
$1.75K ﹤0.01%
38
1137
$1.75K ﹤0.01%
100
1138
$1.74K ﹤0.01%
88
+44
1139
$1.67K ﹤0.01%
+29
1140
$1.67K ﹤0.01%
101
-6
1141
$1.65K ﹤0.01%
65
1142
$1.65K ﹤0.01%
45
1143
$1.64K ﹤0.01%
80
1144
$1.62K ﹤0.01%
50
-3
1145
$1.59K ﹤0.01%
17
-4
1146
$1.54K ﹤0.01%
30
1147
$1.48K ﹤0.01%
44
1148
$1.48K ﹤0.01%
16
1149
$1.47K ﹤0.01%
+16
1150
$1.41K ﹤0.01%
13
44 45
46
47 48