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
951
$18.2K ﹤0.01%
1,620
952
$18.2K ﹤0.01%
+222
953
$18.1K ﹤0.01%
105
954
$18K ﹤0.01%
440
955
$17.9K ﹤0.01%
901
956
$17.9K ﹤0.01%
+128
957
$17.9K ﹤0.01%
+1,152
958
$17.8K ﹤0.01%
+508
959
$17.8K ﹤0.01%
395
-8
960
$17.6K ﹤0.01%
569
961
$17.6K ﹤0.01%
+337
962
$17.5K ﹤0.01%
1,010
963
$17.5K ﹤0.01%
15,881
964
$17.3K ﹤0.01%
+450
965
$17.3K ﹤0.01%
121
-3
966
$17.3K ﹤0.01%
411
+136
967
$17.3K ﹤0.01%
183
+86
968
$17K ﹤0.01%
236
969
$16.9K ﹤0.01%
7,141
970
$16.8K ﹤0.01%
350
971
$16.4K ﹤0.01%
64
+14
972
$16.3K ﹤0.01%
+132
973
$16.2K ﹤0.01%
131
+9
974
$16.2K ﹤0.01%
1,358
975
$16.1K ﹤0.01%
1,714
-8
37 38
39
40 41