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
1126
$4.73K ﹤0.01%
34
1127
$4.7K ﹤0.01%
46
+6
1128
$4.63K ﹤0.01%
40
1129
$4.61K ﹤0.01%
26
1130
$4.59K ﹤0.01%
31
1131
$4.58K ﹤0.01%
188
1132
$4.55K ﹤0.01%
118
1133
$4.5K ﹤0.01%
24
1134
$4.48K ﹤0.01%
99
+26
1135
$4.45K ﹤0.01%
46
+12
1136
$4.43K ﹤0.01%
65
+34
1137
$4.39K ﹤0.01%
218
-91
1138
$4.35K ﹤0.01%
40
1139
$4.33K ﹤0.01%
291
1140
$4.24K ﹤0.01%
+453
1141
$4.24K ﹤0.01%
33
1142
$4.17K ﹤0.01%
739
1143
$4.11K ﹤0.01%
22
1144
$4.07K ﹤0.01%
96
1145
$4.06K ﹤0.01%
14
1146
$4K ﹤0.01%
158
1147
$3.98K ﹤0.01%
+67
1148
$3.96K ﹤0.01%
23
1149
$3.92K ﹤0.01%
166
-1
1150
$3.89K ﹤0.01%
70
44 45
46
47 48