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
851
$7K ﹤0.01%
280
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852
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250
853
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854
$6K ﹤0.01%
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855
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857
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858
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859
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$6K ﹤0.01%
250
861
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80
862
$6K ﹤0.01%
326
-179
863
$5K ﹤0.01%
68
864
$5K ﹤0.01%
165
865
$5K ﹤0.01%
85
866
$5K ﹤0.01%
294
867
$5K ﹤0.01%
517
868
$5K ﹤0.01%
80
869
$5K ﹤0.01%
106
870
$5K ﹤0.01%
705
871
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392
872
$5K ﹤0.01%
70
-70
873
$5K ﹤0.01%
111
874
$5K ﹤0.01%
37
875
$5K ﹤0.01%
160
33 34
35
36 37