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
676
$70.7K ﹤0.01%
574
677
$70.6K ﹤0.01%
289
+122
678
$70.6K ﹤0.01%
1,688
+41
679
$70.5K ﹤0.01%
992
680
$70.5K ﹤0.01%
1,003
+3
681
$70.5K ﹤0.01%
2,500
682
$70.4K ﹤0.01%
1,113
683
$69.5K ﹤0.01%
+530
684
$69.3K ﹤0.01%
442
-1,876
685
$69K ﹤0.01%
550
686
$68.7K ﹤0.01%
7
687
$68.7K ﹤0.01%
1,213
-1
688
$68.5K ﹤0.01%
185
-48
689
$68.4K ﹤0.01%
+330
690
$68.4K ﹤0.01%
3,428
-116
691
$67.4K ﹤0.01%
1,243
692
$67.4K ﹤0.01%
1,188
+283
693
$67.3K ﹤0.01%
1,507
+150
694
$66.8K ﹤0.01%
1,307
+275
695
$66K ﹤0.01%
1,300
696
$66K ﹤0.01%
638
+97
697
$65.7K ﹤0.01%
4,166
698
$65.5K ﹤0.01%
1,068
699
$65.3K ﹤0.01%
1,200
-700
700
$64K ﹤0.01%
700
-100
26 27
28
29 30