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
$3.87B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,370
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$7.04M
3
+$6.96M
4
KKR icon
KKR & Co
KKR
+$6.26M
5
AVGO icon
Broadcom
AVGO
+$5.57M

Top Sells

1
+$7.86M
2
+$4.61M
3
+$4.49M
4
BLK icon
Blackrock
BLK
+$4.31M
5
TBBK icon
The Bancorp
TBBK
+$4.03M

Sector Composition

1 Technology 25.33%
2 Financials 10.24%
3 Healthcare 8.13%
4 Consumer Discretionary 7.17%
5 Industrials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$197K 0.01%
354
+62
477
$196K 0.01%
+9,575
478
$196K 0.01%
3,200
479
$195K 0.01%
1,230
-104
480
$194K 0.01%
1,755
+537
481
$192K 0.01%
2,827
-15
482
$191K ﹤0.01%
1,789
483
$191K ﹤0.01%
4,236
-1,214
484
$189K ﹤0.01%
3,777
+2,174
485
$189K ﹤0.01%
3,173
+1,595
486
$188K ﹤0.01%
4,021
487
$188K ﹤0.01%
2,324
+176
488
$188K ﹤0.01%
3,952
+1,000
489
$186K ﹤0.01%
2,317
+637
490
$184K ﹤0.01%
1,675
+614
491
$183K ﹤0.01%
1,791
-66
492
$180K ﹤0.01%
16,585
+3,935
493
$178K ﹤0.01%
7,000
494
$178K ﹤0.01%
8,715
495
$177K ﹤0.01%
3,874
496
$176K ﹤0.01%
5,229
-220
497
$176K ﹤0.01%
167
-2
498
$175K ﹤0.01%
2,085
-9
499
$175K ﹤0.01%
4,940
-10,800
500
$175K ﹤0.01%
2,280
18 19
20
21 22