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
1001
$13.7K ﹤0.01%
+70
1002
$13.6K ﹤0.01%
1,050
-1,227
1003
$13.6K ﹤0.01%
832
1004
$13.6K ﹤0.01%
322
1005
$13.6K ﹤0.01%
1,011
+731
1006
$13.2K ﹤0.01%
601
1007
$13.1K ﹤0.01%
378
1008
$13.1K ﹤0.01%
414
-430
1009
$13.1K ﹤0.01%
300
1010
$13K ﹤0.01%
597
1011
$12.9K ﹤0.01%
271
+200
1012
$12.9K ﹤0.01%
38
1013
$12.9K ﹤0.01%
165
1014
$12.8K ﹤0.01%
164
1015
$12.8K ﹤0.01%
1,000
1016
$12.7K ﹤0.01%
40
1017
$12.5K ﹤0.01%
216
1018
$12.4K ﹤0.01%
252
-4
1019
$12.4K ﹤0.01%
670
1020
$12.3K ﹤0.01%
422
-16
1021
$12.2K ﹤0.01%
242
1022
$12K ﹤0.01%
1,886
1023
$11.9K ﹤0.01%
406
1024
$11.9K ﹤0.01%
115
1025
$11.8K ﹤0.01%
+581
39 40
41
42 43