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
651
$77.7K ﹤0.01%
1,219
+1,152
652
$77.2K ﹤0.01%
744
-3
653
$77.1K ﹤0.01%
1,036
654
$77K ﹤0.01%
6,480
-1,000
655
$76.9K ﹤0.01%
307
-18
656
$76.8K ﹤0.01%
1,292
657
$76.5K ﹤0.01%
1,722
-4
658
$76.3K ﹤0.01%
510
659
$75.9K ﹤0.01%
1,154
-8
660
$75.3K ﹤0.01%
+1,099
661
$75.1K ﹤0.01%
687
662
$75.1K ﹤0.01%
500
663
$74.2K ﹤0.01%
1,816
+6
664
$74.1K ﹤0.01%
855
+765
665
$73.8K ﹤0.01%
668
666
$73.7K ﹤0.01%
+218
667
$73.4K ﹤0.01%
360
+292
668
$73.2K ﹤0.01%
14,356
+101
669
$73K ﹤0.01%
2,098
-10,000
670
$72.1K ﹤0.01%
2,482
671
$72K ﹤0.01%
48
+18
672
$71.5K ﹤0.01%
576
-1
673
$71.4K ﹤0.01%
340
+240
674
$71.3K ﹤0.01%
500
675
$71.1K ﹤0.01%
618
+594
25 26
27
28 29