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
876
$5K ﹤0.01%
96
877
$5K ﹤0.01%
95
878
$5K ﹤0.01%
68
879
$5K ﹤0.01%
165
880
$4K ﹤0.01%
76
881
$4K ﹤0.01%
146
882
$4K ﹤0.01%
100
883
$4K ﹤0.01%
173
884
$4K ﹤0.01%
62
885
$4K ﹤0.01%
300
886
$4K ﹤0.01%
3
887
$4K ﹤0.01%
110
888
$4K ﹤0.01%
29
889
$4K ﹤0.01%
75
890
$4K ﹤0.01%
47
891
$4K ﹤0.01%
81
892
$4K ﹤0.01%
269
893
$4K ﹤0.01%
195
894
$4K ﹤0.01%
220
895
$4K ﹤0.01%
29
896
$4K ﹤0.01%
61
897
$4K ﹤0.01%
200
898
$4K ﹤0.01%
138
899
$4K ﹤0.01%
151
900
$4K ﹤0.01%
35
34 35
36
37 38