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
776
$16K ﹤0.01%
+560
777
$16K ﹤0.01%
319
778
$16K ﹤0.01%
219
779
$16K ﹤0.01%
715
780
$15K ﹤0.01%
456
781
$15K ﹤0.01%
150
782
$15K ﹤0.01%
284
783
$15K ﹤0.01%
624
784
$15K ﹤0.01%
189
785
$15K ﹤0.01%
216
786
$15K ﹤0.01%
1,078
+131
787
$15K ﹤0.01%
540
788
$14K ﹤0.01%
150
789
$14K ﹤0.01%
222
790
$14K ﹤0.01%
320
791
$14K ﹤0.01%
300
792
$13K ﹤0.01%
600
793
$13K ﹤0.01%
890
794
$13K ﹤0.01%
500
795
$13K ﹤0.01%
175
796
$13K ﹤0.01%
1,160
797
$13K ﹤0.01%
200
798
$13K ﹤0.01%
200
799
$13K ﹤0.01%
360
800
$12K ﹤0.01%
150
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