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
501
$65K 0.01%
1,115
502
$65K 0.01%
1,226
503
$65K 0.01%
1,200
504
$65K 0.01%
1,544
505
$65K 0.01%
7,922
506
$64K 0.01%
1,490
507
$64K 0.01%
571
508
$64K 0.01%
510
509
$63K 0.01%
1,585
510
$62K 0.01%
424
511
$62K 0.01%
479
-729
512
$62K 0.01%
1,675
513
$62K 0.01%
+2,584
514
$61K 0.01%
1,090
515
$61K 0.01%
1,020
516
$61K 0.01%
836
517
$61K 0.01%
870
518
$61K 0.01%
1,000
519
$60K 0.01%
2,890
520
$60K 0.01%
1,714
521
$60K 0.01%
1,000
522
$60K 0.01%
1,714
523
$60K 0.01%
934
524
$59K 0.01%
2,000
525
$59K 0.01%
3,600
19 20
21
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