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
1251
$1.4K ﹤0.01%
80
1252
$1.4K ﹤0.01%
89
1253
$1.37K ﹤0.01%
343
1254
$1.36K ﹤0.01%
19
1255
$1.34K ﹤0.01%
30
1256
$1.34K ﹤0.01%
+12
1257
$1.31K ﹤0.01%
62
1258
$1.3K ﹤0.01%
13
1259
$1.26K ﹤0.01%
105
1260
$1.23K ﹤0.01%
57
1261
$1.2K ﹤0.01%
85
1262
$1.2K ﹤0.01%
+9
1263
$1.18K ﹤0.01%
44
1264
$1.15K ﹤0.01%
+15
1265
$1.15K ﹤0.01%
+25
1266
$1.15K ﹤0.01%
+16
1267
$1.13K ﹤0.01%
33
1268
$1.09K ﹤0.01%
12
1269
$1.08K ﹤0.01%
+17
1270
$1.07K ﹤0.01%
75
1271
$1.01K ﹤0.01%
134
1272
$1.01K ﹤0.01%
116
1273
$1K ﹤0.01%
44
1274
$963 ﹤0.01%
36
-36
1275
$943 ﹤0.01%
40
49 50
51
52 53