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
751
$21K ﹤0.01%
400
-100
752
$21K ﹤0.01%
35
753
$21K ﹤0.01%
365
754
$21K ﹤0.01%
714
755
$20K ﹤0.01%
290
-90
756
$20K ﹤0.01%
528
757
$20K ﹤0.01%
1,197
-67
758
$20K ﹤0.01%
225
759
$20K ﹤0.01%
110
760
$19K ﹤0.01%
375
761
$19K ﹤0.01%
354
762
$19K ﹤0.01%
540
763
$19K ﹤0.01%
875
764
$18K ﹤0.01%
445
765
$18K ﹤0.01%
290
766
$17K ﹤0.01%
708
767
$17K ﹤0.01%
365
768
$17K ﹤0.01%
116
769
$17K ﹤0.01%
500
770
$17K ﹤0.01%
716
771
$17K ﹤0.01%
950
772
$17K ﹤0.01%
95
773
$16K ﹤0.01%
366
774
$16K ﹤0.01%
138
775
$16K ﹤0.01%
209
29 30
31
32 33