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
1026
$11.8K ﹤0.01%
+216
1027
$11.8K ﹤0.01%
+144
1028
$11.4K ﹤0.01%
121
1029
$11.4K ﹤0.01%
85
+55
1030
$11.3K ﹤0.01%
600
1031
$11.2K ﹤0.01%
484
1032
$11.1K ﹤0.01%
84
1033
$10.9K ﹤0.01%
482
1034
$10.8K ﹤0.01%
+298
1035
$10.6K ﹤0.01%
158
1036
$10.6K ﹤0.01%
205
1037
$10.6K ﹤0.01%
316
1038
$10.5K ﹤0.01%
146
1039
$10.5K ﹤0.01%
256
1040
$10.5K ﹤0.01%
+220
1041
$10.3K ﹤0.01%
434
1042
$10.2K ﹤0.01%
168
1043
$10.2K ﹤0.01%
25
1044
$10K ﹤0.01%
2,000
1045
$9.99K ﹤0.01%
217
1046
$9.99K ﹤0.01%
+200
1047
$9.98K ﹤0.01%
115
1048
$9.77K ﹤0.01%
309
-1,185
1049
$9.75K ﹤0.01%
1,666
1050
$9.55K ﹤0.01%
90
-3