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
976
$15.9K ﹤0.01%
301
-458
977
$15.8K ﹤0.01%
46
978
$15.8K ﹤0.01%
+252
979
$15.7K ﹤0.01%
600
-112
980
$15.6K ﹤0.01%
325
981
$15.6K ﹤0.01%
651
982
$15.5K ﹤0.01%
600
983
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233
984
$15.5K ﹤0.01%
325
985
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986
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+408
987
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511
988
$15.1K ﹤0.01%
197
-379
989
$15K ﹤0.01%
789
-3
990
$15K ﹤0.01%
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991
$15K ﹤0.01%
125
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992
$14.8K ﹤0.01%
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993
$14.6K ﹤0.01%
114
-2
994
$14.6K ﹤0.01%
56
995
$14.5K ﹤0.01%
365
996
$14.3K ﹤0.01%
130
997
$14.2K ﹤0.01%
600
+428
998
$14.1K ﹤0.01%
+348
999
$14K ﹤0.01%
143
+40
1000
$14K ﹤0.01%
229
38 39
40
41 42