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
776
$44.7K ﹤0.01%
927
777
$44.7K ﹤0.01%
+1,771
778
$44.6K ﹤0.01%
1,282
779
$44.5K ﹤0.01%
1,175
+3
780
$44.3K ﹤0.01%
509
-375
781
$43.5K ﹤0.01%
+2,131
782
$43.4K ﹤0.01%
1,169
783
$43.2K ﹤0.01%
845
-7
784
$42.7K ﹤0.01%
921
785
$42.3K ﹤0.01%
1,045
786
$42.2K ﹤0.01%
743
787
$42.2K ﹤0.01%
356
788
$42K ﹤0.01%
1,000
789
$40.8K ﹤0.01%
791
790
$40.7K ﹤0.01%
2,416
791
$40.6K ﹤0.01%
1,507
792
$40.2K ﹤0.01%
92
-2
793
$40.1K ﹤0.01%
182
-1
794
$40K ﹤0.01%
382
795
$39.9K ﹤0.01%
4,943
-1
796
$39.7K ﹤0.01%
334
+5
797
$39.7K ﹤0.01%
504
+139
798
$39.5K ﹤0.01%
89
799
$39.3K ﹤0.01%
1,135
800
$39.2K ﹤0.01%
261
30 31
32
33 34