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
1201
$2.59K ﹤0.01%
112
-53
1202
$2.53K ﹤0.01%
69
1203
$2.52K ﹤0.01%
45
1204
$2.5K ﹤0.01%
61
1205
$2.49K ﹤0.01%
134
1206
$2.49K ﹤0.01%
22
1207
$2.44K ﹤0.01%
7
-37
1208
$2.44K ﹤0.01%
75
1209
$2.38K ﹤0.01%
68
1210
$2.37K ﹤0.01%
+32
1211
$2.32K ﹤0.01%
220
-1,839
1212
$2.31K ﹤0.01%
106
1213
$2.3K ﹤0.01%
11
1214
$2.26K ﹤0.01%
55
1215
$2.22K ﹤0.01%
209
+51
1216
$2.19K ﹤0.01%
30
1217
$2.17K ﹤0.01%
36
+3
1218
$2.16K ﹤0.01%
202
-127
1219
$2.13K ﹤0.01%
+145
1220
$2.1K ﹤0.01%
+59
1221
$2.09K ﹤0.01%
78
1222
$2.05K ﹤0.01%
12
1223
$2.04K ﹤0.01%
13
1224
$2.02K ﹤0.01%
54
1225
$1.99K ﹤0.01%
21
+3
47 48
49
50 51