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
751
$21K ﹤0.01%
365
752
$21K ﹤0.01%
714
753
$21K ﹤0.01%
198
754
$21K ﹤0.01%
400
-100
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%
875
761
$19K ﹤0.01%
375
762
$19K ﹤0.01%
354
763
$19K ﹤0.01%
540
764
$18K ﹤0.01%
445
765
$18K ﹤0.01%
290
766
$17K ﹤0.01%
708
767
$17K ﹤0.01%
500
768
$17K ﹤0.01%
716
769
$17K ﹤0.01%
950
770
$17K ﹤0.01%
95
771
$17K ﹤0.01%
365
772
$17K ﹤0.01%
116
773
$16K ﹤0.01%
366
774
$16K ﹤0.01%
138
775
$16K ﹤0.01%
209
29 30
31
32 33