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
101
$7.15M 0.23%
112,950
+2,760
102
$7.09M 0.23%
41,584
-1,719
103
$7.06M 0.23%
134,403
+21
104
$6.85M 0.22%
36,566
-67
105
$6.76M 0.22%
30,393
-1,352
106
$6.65M 0.21%
42,915
+33,973
107
$6.64M 0.21%
18,850
+902
108
$6.61M 0.21%
164,406
-4,153
109
$6.36M 0.2%
73,304
+3,520
110
$6.32M 0.2%
5,427
-1,038
111
$6.23M 0.2%
105,694
-1,747
112
$6.19M 0.2%
37,457
-2,781
113
$6.1M 0.2%
16,306
+773
114
$5.93M 0.19%
67,084
-16,039
115
$5.93M 0.19%
84,444
+63,838
116
$5.78M 0.19%
28,503
+1,344
117
$5.75M 0.18%
19,971
+1,002
118
$5.59M 0.18%
57,398
+1,532
119
$5.56M 0.18%
147,484
-5,423
120
$5.55M 0.18%
70,250
+1,138
121
$5.54M 0.18%
17,705
+1,080
122
$5.54M 0.18%
44,354
-3,350
123
$5.54M 0.18%
12,417
+538
124
$5.39M 0.17%
13,196
-2,313
125
$5.39M 0.17%
25,573
+966
3 4
5
6 7