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
1226
$1.96K ﹤0.01%
20
1227
$1.92K ﹤0.01%
20
1228
$1.89K ﹤0.01%
105
1229
$1.88K ﹤0.01%
772
1230
$1.85K ﹤0.01%
+20
1231
$1.84K ﹤0.01%
107
-35
1232
$1.78K ﹤0.01%
+8
1233
$1.76K ﹤0.01%
1,000
1234
$1.73K ﹤0.01%
+15
1235
$1.71K ﹤0.01%
55
1236
$1.71K ﹤0.01%
46
1237
$1.67K ﹤0.01%
45
1238
$1.66K ﹤0.01%
27
1239
$1.62K ﹤0.01%
50
1240
$1.59K ﹤0.01%
+5
1241
$1.58K ﹤0.01%
+14
1242
$1.57K ﹤0.01%
15
1243
$1.56K ﹤0.01%
16
-169
1244
$1.53K ﹤0.01%
30
1245
$1.51K ﹤0.01%
28
1246
$1.5K ﹤0.01%
17
-13,514
1247
$1.49K ﹤0.01%
100
1248
$1.49K ﹤0.01%
7
1249
$1.48K ﹤0.01%
16
1250
$1.42K ﹤0.01%
36
48 49
50
51 52