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
1076
$7.66K ﹤0.01%
+146
1077
$7.65K ﹤0.01%
48
-120
1078
$7.59K ﹤0.01%
311
1079
$7.55K ﹤0.01%
28
1080
$7.4K ﹤0.01%
147
-7
1081
$7.33K ﹤0.01%
349
1082
$7.29K ﹤0.01%
25
1083
$7.09K ﹤0.01%
80
1084
$7.05K ﹤0.01%
174
1085
$6.94K ﹤0.01%
103
1086
$6.83K ﹤0.01%
41
+19
1087
$6.76K ﹤0.01%
+273
1088
$6.68K ﹤0.01%
53
1089
$6.61K ﹤0.01%
17
-2,761
1090
$6.59K ﹤0.01%
25
1091
$6.58K ﹤0.01%
561
1092
$6.52K ﹤0.01%
60
1093
$6.48K ﹤0.01%
86
1094
$6.29K ﹤0.01%
157
-61
1095
$6.16K ﹤0.01%
35
1096
$6.15K ﹤0.01%
680
1097
$6.08K ﹤0.01%
150
1098
$5.99K ﹤0.01%
72
1099
$5.92K ﹤0.01%
420
-10
1100
$5.89K ﹤0.01%
125
42 43
44
45 46