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
801
$39.2K ﹤0.01%
383
+143
802
$39.1K ﹤0.01%
1,325
803
$38.7K ﹤0.01%
817
+13
804
$38.6K ﹤0.01%
407
805
$38.5K ﹤0.01%
283
-302
806
$38.3K ﹤0.01%
507
-33
807
$37.9K ﹤0.01%
580
-4
808
$37.8K ﹤0.01%
1,190
809
$37.7K ﹤0.01%
+358
810
$37.5K ﹤0.01%
401
+278
811
$37.1K ﹤0.01%
359
+79
812
$37.1K ﹤0.01%
972
+48
813
$36.7K ﹤0.01%
342
814
$36K ﹤0.01%
2,869
815
$35.9K ﹤0.01%
232
-22
816
$35.9K ﹤0.01%
358
817
$35.9K ﹤0.01%
447
818
$35.9K ﹤0.01%
837
-695
819
$35.8K ﹤0.01%
999
820
$35.6K ﹤0.01%
400
-100
821
$35.1K ﹤0.01%
221
-93
822
$35.1K ﹤0.01%
738
823
$35K ﹤0.01%
347
824
$35K ﹤0.01%
739
+66
825
$34.8K ﹤0.01%
1,493
31 32
33
34 35