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
1151
$1.35K ﹤0.01%
53
-1
1152
$1.25K ﹤0.01%
89
-89
1153
$1.24K ﹤0.01%
+12
1154
$1.22K ﹤0.01%
27
1155
$1.18K ﹤0.01%
43
1156
$1.16K ﹤0.01%
105
1157
$1.12K ﹤0.01%
75
1158
$1.1K ﹤0.01%
19
-3
1159
$1.08K ﹤0.01%
14
-33
1160
$1.07K ﹤0.01%
1,000
1161
$1.05K ﹤0.01%
27
1162
$924 ﹤0.01%
7
-15
1163
$837 ﹤0.01%
28
1164
$835 ﹤0.01%
100
1165
$815 ﹤0.01%
32
-9
1166
$740 ﹤0.01%
2,000
1167
$724 ﹤0.01%
6
1168
$720 ﹤0.01%
+198
1169
$684 ﹤0.01%
68
1170
$646 ﹤0.01%
5
1171
$601 ﹤0.01%
99
+55
1172
$594 ﹤0.01%
2
-4
1173
$537 ﹤0.01%
24
1174
$529 ﹤0.01%
84
1175
$496 ﹤0.01%
8
45 46
47
48 49