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
926
$20.6K ﹤0.01%
200
927
$20.6K ﹤0.01%
517
+39
928
$20.4K ﹤0.01%
600
929
$20.3K ﹤0.01%
417
930
$20.1K ﹤0.01%
485
-115
931
$20.1K ﹤0.01%
100
932
$19.8K ﹤0.01%
1,001
+346
933
$19.7K ﹤0.01%
66
+2
934
$19.6K ﹤0.01%
2,820
935
$19.1K ﹤0.01%
111
+72
936
$19.1K ﹤0.01%
174
-2
937
$19K ﹤0.01%
1,592
938
$19K ﹤0.01%
440
939
$18.9K ﹤0.01%
710
940
$18.9K ﹤0.01%
+142
941
$18.9K ﹤0.01%
210
942
$18.8K ﹤0.01%
278
943
$18.8K ﹤0.01%
245
944
$18.6K ﹤0.01%
201
945
$18.6K ﹤0.01%
80
+8
946
$18.6K ﹤0.01%
188
+15
947
$18.5K ﹤0.01%
135
+105
948
$18.4K ﹤0.01%
341
949
$18.3K ﹤0.01%
243
-4
950
$18.2K ﹤0.01%
63
36 37
38
39 40