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
1176
$3.18K ﹤0.01%
159
1177
$3.17K ﹤0.01%
+124
1178
$3.1K ﹤0.01%
66
1179
$3.09K ﹤0.01%
71
1180
$3.07K ﹤0.01%
175
1181
$3.07K ﹤0.01%
+15
1182
$3.04K ﹤0.01%
100
1183
$3.04K ﹤0.01%
50
1184
$3K ﹤0.01%
+17
1185
$2.98K ﹤0.01%
112
1186
$2.95K ﹤0.01%
58
1187
$2.94K ﹤0.01%
116
-3
1188
$2.91K ﹤0.01%
153
1189
$2.84K ﹤0.01%
46
1190
$2.84K ﹤0.01%
+12
1191
$2.81K ﹤0.01%
+68
1192
$2.77K ﹤0.01%
110
1193
$2.74K ﹤0.01%
40
1194
$2.74K ﹤0.01%
89
1195
$2.74K ﹤0.01%
30
1196
$2.69K ﹤0.01%
92
1197
$2.67K ﹤0.01%
90
1198
$2.64K ﹤0.01%
60
1199
$2.62K ﹤0.01%
91
1200
$2.59K ﹤0.01%
300
46 47
48
49 50