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
126
$5.33M 0.17%
80,008
+3,758
127
$5.28M 0.17%
21,505
+795
128
$5.22M 0.17%
68,741
+3,353
129
$5.19M 0.17%
269,386
+6,157
130
$5.14M 0.16%
25,933
+23,431
131
$5.13M 0.16%
40,439
+11,153
132
$5.1M 0.16%
16,367
-36
133
$5.03M 0.16%
49,390
+1,155
134
$5.01M 0.16%
22,774
+1,133
135
$4.95M 0.16%
128,025
+6,283
136
$4.94M 0.16%
51,421
-185
137
$4.92M 0.16%
22,779
-15,206
138
$4.91M 0.16%
69,112
+12,144
139
$4.9M 0.16%
127,192
+60,016
140
$4.87M 0.16%
21,847
+1,078
141
$4.84M 0.15%
10,449
-479
142
$4.73M 0.15%
28,899
+346
143
$4.71M 0.15%
91,706
-2,666
144
$4.61M 0.15%
19,263
+920
145
$4.51M 0.14%
7,741
+33
146
$4.45M 0.14%
89,786
-700
147
$4.37M 0.14%
30,639
+1,572
148
$4.29M 0.14%
46,967
-2,653
149
$4.25M 0.14%
32,214
-2,876
150
$4.2M 0.13%
22,031
+449
4 5
6
7 8