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
651
$38K ﹤0.01%
305
652
$38K ﹤0.01%
1,234
653
$38K ﹤0.01%
575
654
$37K ﹤0.01%
400
655
$37K ﹤0.01%
2,100
656
$37K ﹤0.01%
700
+100
657
$37K ﹤0.01%
540
658
$37K ﹤0.01%
800
659
$37K ﹤0.01%
284
660
$37K ﹤0.01%
1,350
661
$37K ﹤0.01%
245
662
$37K ﹤0.01%
2,500
663
$37K ﹤0.01%
3,300
664
$36K ﹤0.01%
180
665
$36K ﹤0.01%
1,260
666
$36K ﹤0.01%
500
667
$35K ﹤0.01%
980
668
$35K ﹤0.01%
3,440
669
$35K ﹤0.01%
875
670
$35K ﹤0.01%
1,647
671
$34K ﹤0.01%
315
672
$34K ﹤0.01%
1,079
673
$33K ﹤0.01%
2,368
674
$33K ﹤0.01%
500
675
$32K ﹤0.01%
450
25 26
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