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
676
$32K ﹤0.01%
1,000
677
$32K ﹤0.01%
250
678
$31K ﹤0.01%
472
679
$31K ﹤0.01%
480
680
$31K ﹤0.01%
240
681
$31K ﹤0.01%
500
682
$30K ﹤0.01%
738
683
$30K ﹤0.01%
768
684
$30K ﹤0.01%
549
+72
685
$30K ﹤0.01%
1,020
-846
686
$29K ﹤0.01%
535
687
$29K ﹤0.01%
402
688
$29K ﹤0.01%
530
689
$29K ﹤0.01%
415
690
$29K ﹤0.01%
725
691
$28K ﹤0.01%
2,183
-148
692
$28K ﹤0.01%
400
693
$28K ﹤0.01%
474
694
$28K ﹤0.01%
1,855
695
$28K ﹤0.01%
3,000
696
$28K ﹤0.01%
740
697
$28K ﹤0.01%
1,320
698
$28K ﹤0.01%
2,300
699
$27K ﹤0.01%
362
700
$27K ﹤0.01%
165
26 27
28
29 30