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
$891M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$885K
3
+$857K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$839K
5
GLNG icon
Golar LNG
GLNG
+$807K

Top Sells

1
+$1.14M
2
+$970K
3
+$822K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$760K
5
EMR icon
Emerson Electric
EMR
+$750K

Sector Composition

1 Healthcare 10.92%
2 Technology 10.56%
3 Financials 8.5%
4 Energy 8.33%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$82K 0.01%
3,085
477
$79K 0.01%
3,248
478
$79K 0.01%
910
479
$77K 0.01%
2,946
-2,523
480
$76K 0.01%
1,608
481
$75K 0.01%
1,008
482
$74K 0.01%
6,364
483
$74K 0.01%
2,456
484
$74K 0.01%
615
485
$74K 0.01%
1,951
486
$73K 0.01%
1,500
487
$73K 0.01%
1,399
488
$71K 0.01%
4,929
489
$71K 0.01%
870
-95
490
$71K 0.01%
600
491
$70K 0.01%
1,130
-1,100
492
$68K 0.01%
2,000
493
$68K 0.01%
2,531
494
$67K 0.01%
2,800
495
$67K 0.01%
1,147
-2,777
496
$66K 0.01%
2,200
-1,000
497
$66K 0.01%
1,325
498
$66K 0.01%
860
499
$66K 0.01%
2,418
500
$66K 0.01%
1,500
18 19
20
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