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
901
$24.6K ﹤0.01%
962
-81
902
$24.6K ﹤0.01%
503
903
$24.2K ﹤0.01%
580
904
$24.1K ﹤0.01%
168
-292
905
$24K ﹤0.01%
139
906
$24K ﹤0.01%
509
907
$23.9K ﹤0.01%
145
-2
908
$23.3K ﹤0.01%
40
909
$22.9K ﹤0.01%
399
910
$22.8K ﹤0.01%
42
911
$22.7K ﹤0.01%
225
912
$22.6K ﹤0.01%
583
913
$22.5K ﹤0.01%
+808
914
$22.4K ﹤0.01%
+1,597
915
$22.4K ﹤0.01%
975
-127
916
$21.9K ﹤0.01%
606
917
$21.8K ﹤0.01%
+1,184
918
$21.6K ﹤0.01%
184
919
$21.4K ﹤0.01%
1,572
-339
920
$21.2K ﹤0.01%
+516
921
$21.1K ﹤0.01%
724
-112
922
$21K ﹤0.01%
538
923
$20.9K ﹤0.01%
517
924
$20.9K ﹤0.01%
+678
925
$20.8K ﹤0.01%
500
35 36
37
38 39