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
1051
$9.54K ﹤0.01%
563
-1,377
1052
$9.53K ﹤0.01%
300
-275
1053
$9.44K ﹤0.01%
178
1054
$9.44K ﹤0.01%
134
1055
$9.3K ﹤0.01%
+405
1056
$9.25K ﹤0.01%
358
1057
$9.19K ﹤0.01%
+130
1058
$9K ﹤0.01%
211
1059
$8.99K ﹤0.01%
130
1060
$8.64K ﹤0.01%
476
1061
$8.6K ﹤0.01%
135
1062
$8.54K ﹤0.01%
219
1063
$8.45K ﹤0.01%
168
1064
$8.45K ﹤0.01%
135
1065
$8.28K ﹤0.01%
298
1066
$8.02K ﹤0.01%
65
1067
$7.98K ﹤0.01%
162
+10
1068
$7.95K ﹤0.01%
36
1069
$7.92K ﹤0.01%
22
1070
$7.9K ﹤0.01%
97
1071
$7.89K ﹤0.01%
206
1072
$7.84K ﹤0.01%
500
1073
$7.78K ﹤0.01%
271
1074
$7.77K ﹤0.01%
140
-48
1075
$7.75K ﹤0.01%
250
+60
41 42
43
44 45