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
801
$12K ﹤0.01%
10,000
802
$12K ﹤0.01%
455
803
$12K ﹤0.01%
300
804
$12K ﹤0.01%
600
805
$12K ﹤0.01%
219
806
$12K ﹤0.01%
1,069
807
$11K ﹤0.01%
140
808
$11K ﹤0.01%
164
809
$11K ﹤0.01%
81
810
$11K ﹤0.01%
450
811
$11K ﹤0.01%
554
812
$11K ﹤0.01%
504
813
$11K ﹤0.01%
135
814
$11K ﹤0.01%
300
815
$10K ﹤0.01%
1,034
816
$10K ﹤0.01%
131
817
$10K ﹤0.01%
149
818
$10K ﹤0.01%
325
819
$10K ﹤0.01%
100
820
$10K ﹤0.01%
115
821
$10K ﹤0.01%
225
822
$10K ﹤0.01%
40
823
$9K ﹤0.01%
105
824
$9K ﹤0.01%
545
825
$9K ﹤0.01%
35
31 32
33
34 35