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
$1.37B
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.34M
3
+$4.74M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.26M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.86M

Top Sells

1
+$5.87M
2
+$5.46M
3
+$1.91M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.76M
5
CERN
Cerner Corp
CERN
+$923K

Sector Composition

1 Technology 13.62%
2 Financials 11.05%
3 Healthcare 10.82%
4 Industrials 7.43%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$71K 0.01%
2,022
552
$71K 0.01%
900
553
$71K 0.01%
500
554
$70K 0.01%
450
555
$70K 0.01%
1,500
556
$70K 0.01%
4,000
557
$69K 0.01%
2,500
558
$69K 0.01%
1,600
559
$68K 0.01%
1,494
560
$67K ﹤0.01%
1,012
-799
561
$67K ﹤0.01%
1,729
562
$67K ﹤0.01%
1,000
563
$66K ﹤0.01%
511
564
$66K ﹤0.01%
1,254
565
$64K ﹤0.01%
455
-145
566
$64K ﹤0.01%
1,785
-50
567
$64K ﹤0.01%
3,348
568
$63K ﹤0.01%
1,700
569
$62K ﹤0.01%
1,400
570
$62K ﹤0.01%
1,072
571
$62K ﹤0.01%
1,355
572
$62K ﹤0.01%
1,200
573
$62K ﹤0.01%
820
574
$61K ﹤0.01%
4,825
575
$61K ﹤0.01%
2,371
21 22
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