WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$6.78M
2
+$6.78M
3
+$6.6M
4
KKR icon
KKR & Co
KKR
+$5.68M
5
AVGO icon
Broadcom
AVGO
+$5.18M

Top Sells

1
+$6.97M
2
+$4.4M
3
+$4.21M
4
BLK icon
Blackrock
BLK
+$3.93M
5
TBBK icon
The Bancorp
TBBK
+$3.64M

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
1276
$915 ﹤0.01%
43
1277
$847 ﹤0.01%
8
1278
$817 ﹤0.01%
+11
1279
$794 ﹤0.01%
5
1280
$791 ﹤0.01%
7
1281
$738 ﹤0.01%
35
1282
$680 ﹤0.01%
2,000
1283
$676 ﹤0.01%
25
1284
$658 ﹤0.01%
10
1285
$613 ﹤0.01%
68
1286
$597 ﹤0.01%
+3
1287
$576 ﹤0.01%
24
1288
$546 ﹤0.01%
25
1289
$541 ﹤0.01%
7
1290
$508 ﹤0.01%
+200
1291
$503 ﹤0.01%
12
1292
$471 ﹤0.01%
19
1293
$448 ﹤0.01%
7
1294
$440 ﹤0.01%
+32
1295
$440 ﹤0.01%
81
1296
$406 ﹤0.01%
15
1297
$397 ﹤0.01%
56
1298
$371 ﹤0.01%
6
1299
$344 ﹤0.01%
+7
1300
$333 ﹤0.01%
5
50 51
52
53 54