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

Top Buys

1
+$8.25M
2
+$7.36M
3
+$4.76M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.2M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.81M

Top Sells

1
+$5.9M
2
+$5.48M
3
+$2.03M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.74M
5
CERN
Cerner Corp
CERN
+$934K

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
601
$52K ﹤0.01%
777
602
$52K ﹤0.01%
233
603
$52K ﹤0.01%
475
604
$51K ﹤0.01%
2,148
605
$51K ﹤0.01%
1,930
606
$51K ﹤0.01%
1,000
607
$51K ﹤0.01%
4,281
608
$51K ﹤0.01%
1,650
609
$50K ﹤0.01%
600
610
$50K ﹤0.01%
2,361
-1,500
611
$49K ﹤0.01%
3,499
612
$49K ﹤0.01%
406
613
$49K ﹤0.01%
45
614
$48K ﹤0.01%
2,106
615
$48K ﹤0.01%
357
616
$47K ﹤0.01%
600
617
$47K ﹤0.01%
800
618
$47K ﹤0.01%
744
619
$46K ﹤0.01%
1,350
620
$46K ﹤0.01%
312
621
$46K ﹤0.01%
1,450
622
$46K ﹤0.01%
452
623
$45K ﹤0.01%
1,821
624
$45K ﹤0.01%
2,050
625
$45K ﹤0.01%
1,248
23 24
25
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