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
376
$375K 0.01%
19,749
-1,516
377
$369K 0.01%
104
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378
$364K 0.01%
1,617
-142
379
$363K 0.01%
2,412
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380
$363K 0.01%
6,973
-9,113
381
$356K 0.01%
5,850
-500
382
$356K 0.01%
1,490
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383
$350K 0.01%
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384
$347K 0.01%
4,444
-289
385
$344K 0.01%
2,823
386
$338K 0.01%
1,946
+1,120
387
$335K 0.01%
10,454
-14
388
$333K 0.01%
2,055
389
$333K 0.01%
2,842
-13
390
$333K 0.01%
+12,000
391
$330K 0.01%
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392
$324K 0.01%
3,123
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393
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394
$314K 0.01%
8,495
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395
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396
$307K 0.01%
2,935
+1,500
397
$306K 0.01%
10,468
398
$305K 0.01%
2,652
-642
399
$305K 0.01%
3,358
400
$304K 0.01%
11,982
14 15
16
17 18