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
526
$58K 0.01%
3,000
527
$58K 0.01%
1,350
528
$56K 0.01%
1,563
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529
$55K 0.01%
2,038
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530
$55K 0.01%
2,500
-135
531
$55K 0.01%
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532
$55K 0.01%
500
533
$55K 0.01%
530
534
$55K 0.01%
1,685
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535
$54K 0.01%
3,900
536
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1,230
537
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1,215
538
$53K 0.01%
2,361
539
$53K 0.01%
590
540
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1,500
541
$52K 0.01%
1,370
542
$52K 0.01%
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543
$51K 0.01%
850
544
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547
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548
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1,515
549
$50K 0.01%
1,295
550
$50K 0.01%
+1,275
20 21
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