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
901
$4K ﹤0.01%
266
902
$3K ﹤0.01%
39
903
$3K ﹤0.01%
116
-109
904
$3K ﹤0.01%
2,980
905
$3K ﹤0.01%
6
-114
906
$3K ﹤0.01%
85
907
$3K ﹤0.01%
24
908
$3K ﹤0.01%
68
909
$3K ﹤0.01%
40
910
$3K ﹤0.01%
53
911
$3K ﹤0.01%
85
912
$3K ﹤0.01%
20
913
$3K ﹤0.01%
1,831
914
$3K ﹤0.01%
300
915
$3K ﹤0.01%
2,600
916
$3K ﹤0.01%
70
917
$2K ﹤0.01%
70
-20
918
$2K ﹤0.01%
61
919
$2K ﹤0.01%
11
920
$2K ﹤0.01%
150
921
$2K ﹤0.01%
100
922
$2K ﹤0.01%
26
923
$2K ﹤0.01%
51
924
$2K ﹤0.01%
34
925
$2K ﹤0.01%
109
-115
35 36
37
38 39