WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.21M
3
+$3.77M
4
GEHC icon
GE HealthCare
GEHC
+$2.45M
5
TBBK icon
The Bancorp
TBBK
+$2.25M

Top Sells

1
+$5.96M
2
+$4.49M
3
+$4.41M
4
JKHY icon
Jack Henry & Associates
JKHY
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.19M

Sector Composition

1 Technology 23.24%
2 Financials 9.89%
3 Healthcare 8.18%
4 Consumer Discretionary 7.96%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$3.5K ﹤0.01%
15
-1
1077
$3.45K ﹤0.01%
16
1078
$3.43K ﹤0.01%
30
1079
$3.41K ﹤0.01%
45
+1
1080
$3.39K ﹤0.01%
36
-254
1081
$3.35K ﹤0.01%
70
1082
$3.28K ﹤0.01%
66
1083
$3.28K ﹤0.01%
33
+1
1084
$3.27K ﹤0.01%
52
-1
1085
$3.24K ﹤0.01%
66
1086
$3.15K ﹤0.01%
151
1087
$3.15K ﹤0.01%
137
1088
$3.13K ﹤0.01%
36
1089
$3.12K ﹤0.01%
83
-130
1090
$3.12K ﹤0.01%
48
1091
$3.06K ﹤0.01%
71
1092
$3.03K ﹤0.01%
85
1093
$3K ﹤0.01%
70
1094
$2.99K ﹤0.01%
30
1095
$2.99K ﹤0.01%
34
1096
$2.96K ﹤0.01%
55
1097
$2.94K ﹤0.01%
93
1098
$2.92K ﹤0.01%
32
-17
1099
$2.83K ﹤0.01%
175
1100
$2.77K ﹤0.01%
50
42 43
44
45 46