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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.62M
3
+$1.86M
4
EBND icon
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$1.26M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.21M

Top Sells

1
+$3.41M
2
+$2.34M
3
+$1.81M
4
BA icon
Boeing
BA
+$948K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$807K

Sector Composition

1 Healthcare 11%
2 Technology 10.37%
3 Industrials 8.46%
4 Financials 8.42%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
3,118
877
$1K ﹤0.01%
15
878
$1K ﹤0.01%
80
879
$1K ﹤0.01%
60
880
$1K ﹤0.01%
12
881
$0 ﹤0.01%
1
882
– –
-3,100
883
$0 ﹤0.01%
12
884
– –
-862
885
– –
-60
886
– –
-375
887
– –
-250
888
– –
-2,800
889
$0 ﹤0.01%
3
890
– –
-277
891
– –
-2,000
892
– –
-2,000
893
– –
-258
894
– –
-5,000
895
$0 ﹤0.01%
50
896
$0 ﹤0.01%
12
897
– –
-49
898
$0 ﹤0.01%
60
899
– –
-1,955
900
$0 ﹤0.01%
26
33 34 35
36
37