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
176
$3M 0.1%
12,869
-143
177
$2.97M 0.1%
15,551
-6
178
$2.97M 0.1%
7,443
+370
179
$2.9M 0.09%
7,031
+357
180
$2.88M 0.09%
26,513
+1,346
181
$2.84M 0.09%
84,475
-109
182
$2.82M 0.09%
8,359
-10
183
$2.77M 0.09%
66,902
+65,556
184
$2.74M 0.09%
25,171
+1,258
185
$2.67M 0.09%
23,437
186
$2.64M 0.08%
26,167
+1,247
187
$2.63M 0.08%
12,360
+5,450
188
$2.59M 0.08%
25,768
-1,299
189
$2.59M 0.08%
+26,743
190
$2.57M 0.08%
8,597
-25
191
$2.54M 0.08%
15,677
-384
192
$2.54M 0.08%
49,768
-10,855
193
$2.52M 0.08%
77,149
+3,873
194
$2.5M 0.08%
63,983
-45
195
$2.49M 0.08%
30,705
-726
196
$2.48M 0.08%
16,735
-410
197
$2.46M 0.08%
42,801
-1,922
198
$2.39M 0.08%
14,018
+613
199
$2.32M 0.07%
19,979
-2,163
200
$2.3M 0.07%
28,870
-585
6 7
8
9 10