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
726
$55.5K ﹤0.01%
2,805
-6,132
727
$55.4K ﹤0.01%
893
-500
728
$55K ﹤0.01%
279
-2
729
$54.8K ﹤0.01%
172
730
$54.4K ﹤0.01%
10,000
731
$54.3K ﹤0.01%
1,533
732
$54.2K ﹤0.01%
205
733
$54.1K ﹤0.01%
1,718
734
$54.1K ﹤0.01%
2,831
-94
735
$54K ﹤0.01%
1,000
736
$53.7K ﹤0.01%
1,032
+282
737
$53.3K ﹤0.01%
860
738
$52.8K ﹤0.01%
701
-291
739
$52.5K ﹤0.01%
1,212
+1,067
740
$52.5K ﹤0.01%
635
+120
741
$52.2K ﹤0.01%
841
-2,102
742
$51.9K ﹤0.01%
245
743
$51.7K ﹤0.01%
102
-16
744
$51.6K ﹤0.01%
1,686
+329
745
$51.4K ﹤0.01%
700
746
$51.3K ﹤0.01%
394
-5
747
$51.3K ﹤0.01%
289
-4
748
$51.2K ﹤0.01%
1,425
-15
749
$51.2K ﹤0.01%
3,056
750
$51.2K ﹤0.01%
+2,211
28 29
30
31 32