WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$6.78M
2
+$6.78M
3
+$6.6M
4
KKR icon
KKR & Co
KKR
+$5.68M
5
AVGO icon
Broadcom
AVGO
+$5.18M

Top Sells

1
+$6.97M
2
+$4.4M
3
+$4.21M
4
BLK icon
Blackrock
BLK
+$3.93M
5
TBBK icon
The Bancorp
TBBK
+$3.64M

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
701
$63.9K ﹤0.01%
800
702
$63.2K ﹤0.01%
464
-2
703
$63K ﹤0.01%
+224
704
$63K ﹤0.01%
3,100
705
$62.3K ﹤0.01%
692
706
$62K ﹤0.01%
232
707
$61.5K ﹤0.01%
400
708
$61.5K ﹤0.01%
+1,654
709
$61.4K ﹤0.01%
931
-623
710
$61.4K ﹤0.01%
912
-236
711
$61.4K ﹤0.01%
1,072
712
$59.9K ﹤0.01%
153
713
$59K ﹤0.01%
11,200
714
$58.9K ﹤0.01%
559
-1,222
715
$58.6K ﹤0.01%
185
-175
716
$58.3K ﹤0.01%
1,000
717
$58.2K ﹤0.01%
1,790
-1,506
718
$57.9K ﹤0.01%
895
+243
719
$57.6K ﹤0.01%
645
720
$57.5K ﹤0.01%
184
+34
721
$57.1K ﹤0.01%
1,552
722
$57K ﹤0.01%
1,126
+196
723
$56.1K ﹤0.01%
900
724
$56.1K ﹤0.01%
983
725
$56.1K ﹤0.01%
768
27 28
29
30 31