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
601
$98.2K ﹤0.01%
1,444
-139
602
$97.2K ﹤0.01%
9,192
+3,678
603
$96.7K ﹤0.01%
2,776
-40
604
$96.4K ﹤0.01%
196
-2
605
$96.2K ﹤0.01%
2,043
+1,670
606
$95.5K ﹤0.01%
15,798
+209
607
$95.4K ﹤0.01%
879
+13
608
$95.3K ﹤0.01%
363
+166
609
$93.8K ﹤0.01%
894
610
$92.6K ﹤0.01%
787
611
$92.3K ﹤0.01%
1,564
+289
612
$91.1K ﹤0.01%
2,248
613
$91.1K ﹤0.01%
281
614
$90.7K ﹤0.01%
3,575
615
$90.4K ﹤0.01%
800
616
$90K ﹤0.01%
593
+124
617
$88.7K ﹤0.01%
+558
618
$88.6K ﹤0.01%
8,842
619
$88.3K ﹤0.01%
2,662
620
$87.9K ﹤0.01%
28,252
+2,499
621
$87.2K ﹤0.01%
664
-4
622
$87.1K ﹤0.01%
559
+97
623
$86.4K ﹤0.01%
1,379
+88
624
$85.9K ﹤0.01%
2,707
+17
625
$85.6K ﹤0.01%
715
+54
23 24
25
26 27