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
876
$28.1K ﹤0.01%
225
+118
877
$27.6K ﹤0.01%
758
-97
878
$27.4K ﹤0.01%
151
879
$27.1K ﹤0.01%
400
880
$27K ﹤0.01%
202
881
$26.9K ﹤0.01%
1,115
882
$26.8K ﹤0.01%
125
883
$26.8K ﹤0.01%
271
884
$26.7K ﹤0.01%
245
+73
885
$26.6K ﹤0.01%
109
886
$26.5K ﹤0.01%
68
-4
887
$26.5K ﹤0.01%
1,000
888
$26.3K ﹤0.01%
842
889
$26.3K ﹤0.01%
889
-648
890
$26.2K ﹤0.01%
167
891
$26K ﹤0.01%
196
-150
892
$25.5K ﹤0.01%
175
893
$25.5K ﹤0.01%
287
894
$25.4K ﹤0.01%
+268
895
$25.4K ﹤0.01%
361
896
$25.3K ﹤0.01%
1,034
-324
897
$25K ﹤0.01%
3,400
898
$25K ﹤0.01%
200
899
$24.7K ﹤0.01%
109
900
$24.6K ﹤0.01%
251
34 35
36
37 38