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
701
$27K ﹤0.01%
362
702
$27K ﹤0.01%
165
703
$27K ﹤0.01%
1,334
-800
704
$27K ﹤0.01%
379
705
$27K ﹤0.01%
1,150
706
$27K ﹤0.01%
425
707
$27K ﹤0.01%
308
708
$27K ﹤0.01%
799
709
$26K ﹤0.01%
1,781
710
$26K ﹤0.01%
350
711
$26K ﹤0.01%
400
712
$26K ﹤0.01%
973
713
$26K ﹤0.01%
1,438
-459
714
$25K ﹤0.01%
700
715
$25K ﹤0.01%
1,332
716
$25K ﹤0.01%
195
717
$25K ﹤0.01%
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718
$25K ﹤0.01%
135
719
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133
720
$25K ﹤0.01%
118
721
$25K ﹤0.01%
705
722
$25K ﹤0.01%
183
723
$24K ﹤0.01%
1,065
724
$24K ﹤0.01%
304
725
$24K ﹤0.01%
400
27 28
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