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
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
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$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%
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1294
$440 ﹤0.01%
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1295
$440 ﹤0.01%
+32
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