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
1151
$3.82K ﹤0.01%
221
1152
$3.81K ﹤0.01%
+62
1153
$3.78K ﹤0.01%
667
1154
$3.77K ﹤0.01%
+100
1155
$3.69K ﹤0.01%
36
-204
1156
$3.69K ﹤0.01%
83
1157
$3.64K ﹤0.01%
328
-8
1158
$3.61K ﹤0.01%
+91
1159
$3.6K ﹤0.01%
34
1160
$3.59K ﹤0.01%
41
1161
$3.59K ﹤0.01%
58
1162
$3.54K ﹤0.01%
32
1163
$3.5K ﹤0.01%
70
1164
$3.49K ﹤0.01%
84
1165
$3.49K ﹤0.01%
48
1166
$3.4K ﹤0.01%
23
1167
$3.38K ﹤0.01%
44
1168
$3.33K ﹤0.01%
113
1169
$3.3K ﹤0.01%
73
-112
1170
$3.29K ﹤0.01%
68
-28
1171
$3.28K ﹤0.01%
31
-35
1172
$3.26K ﹤0.01%
103
1173
$3.26K ﹤0.01%
+19
1174
$3.26K ﹤0.01%
85
1175
$3.23K ﹤0.01%
27
45 46
47
48 49