WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$4.4M
2
+$4.21M
3
+$3.77M
4
GEHC icon
GE HealthCare
GEHC
+$2.45M
5
TBBK icon
The Bancorp
TBBK
+$2.25M

Top Sells

1
+$5.96M
2
+$4.49M
3
+$4.41M
4
JKHY icon
Jack Henry & Associates
JKHY
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.19M

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
351
$454K 0.01%
8,860
-13,315
352
$452K 0.01%
3,964
+503
353
$451K 0.01%
7,875
354
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1,847
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355
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4,470
356
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11,897
357
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17,259
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358
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6,067
359
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5,155
+3,856
360
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6,580
361
$436K 0.01%
1,822
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362
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16,200
363
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4,011
364
$420K 0.01%
2,809
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365
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5,520
366
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3,071
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367
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368
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369
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370
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2,252
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371
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3,011
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372
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45,802
-3,469
373
$388K 0.01%
9,205
374
$385K 0.01%
5,301
-15
375
$384K 0.01%
6,687
-509
13 14
15
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