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
926
$2K ﹤0.01%
61
927
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11
928
$2K ﹤0.01%
150
929
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100
930
$2K ﹤0.01%
100
931
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51
932
$1K ﹤0.01%
14
-33
933
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934
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75
-117
935
$1K ﹤0.01%
44
936
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11
937
$1K ﹤0.01%
15
938
$1K ﹤0.01%
40
939
$1K ﹤0.01%
30
940
$1K ﹤0.01%
100
941
$1K ﹤0.01%
68
942
$1K ﹤0.01%
11
943
$1K ﹤0.01%
1,046
944
$1K ﹤0.01%
57
945
$1K ﹤0.01%
27
946
$1K ﹤0.01%
20
947
$1K ﹤0.01%
135
948
$0 ﹤0.01%
15
949
– –
-10
950
– –
-20
35 36 37
38
39