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
626
$85.5K ﹤0.01%
1,021
-8
627
$85.2K ﹤0.01%
1,286
-11
628
$84.9K ﹤0.01%
1,460
+35
629
$84.7K ﹤0.01%
750
+255
630
$84.5K ﹤0.01%
3,795
+766
631
$84.2K ﹤0.01%
1,540
-285
632
$84.1K ﹤0.01%
768
633
$83.5K ﹤0.01%
1,171
+1,117
634
$83.5K ﹤0.01%
2,302
+1,200
635
$83.3K ﹤0.01%
179
-10
636
$83.3K ﹤0.01%
441
+358
637
$83.3K ﹤0.01%
744
+467
638
$82.8K ﹤0.01%
1,243
-221
639
$82.7K ﹤0.01%
720
+589
640
$82.5K ﹤0.01%
1,470
641
$81.2K ﹤0.01%
547
642
$81.1K ﹤0.01%
2,583
+10
643
$80.6K ﹤0.01%
750
644
$80.2K ﹤0.01%
1,476
645
$79.7K ﹤0.01%
16,060
646
$79.2K ﹤0.01%
924
647
$78.9K ﹤0.01%
598
+518
648
$78.8K ﹤0.01%
1,911
649
$78.6K ﹤0.01%
629
-13
650
$78K ﹤0.01%
2,343
+2,218
24 25
26
27 28