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
1176
$445 ﹤0.01%
40
1177
$438 ﹤0.01%
12
+7
1178
$396 ﹤0.01%
3
1179
$392 ﹤0.01%
9
-656
1180
$353 ﹤0.01%
11
1181
$322 ﹤0.01%
9
-1,000
1182
$322 ﹤0.01%
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1183
$298 ﹤0.01%
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$298 ﹤0.01%
+3
1185
$291 ﹤0.01%
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1186
$285 ﹤0.01%
83
1187
$282 ﹤0.01%
6
-660
1188
$252 ﹤0.01%
+4
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$228 ﹤0.01%
4
1190
$226 ﹤0.01%
31
1191
$170 ﹤0.01%
10
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$136 ﹤0.01%
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$115 ﹤0.01%
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$109 ﹤0.01%
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$61 ﹤0.01%
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$61 ﹤0.01%
4
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$47 ﹤0.01%
+1
1198
$44 ﹤0.01%
4
1199
$21 ﹤0.01%
6
1200
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0
46 47
48
49 50