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
576
$43K ﹤0.01%
825
577
$43K ﹤0.01%
1,841
578
$43K ﹤0.01%
505
579
$42K ﹤0.01%
2,520
580
$42K ﹤0.01%
724
-980
581
$42K ﹤0.01%
1,404
582
$42K ﹤0.01%
937
-855
583
$41K ﹤0.01%
2,805
-2,125
584
$41K ﹤0.01%
850
585
$41K ﹤0.01%
754
586
$40K ﹤0.01%
738
-452
587
$40K ﹤0.01%
1,893
588
$39K ﹤0.01%
3,205
-10,650
589
$38K ﹤0.01%
345
590
$38K ﹤0.01%
2,000
591
$38K ﹤0.01%
1,136
592
$38K ﹤0.01%
1,000
593
$38K ﹤0.01%
560
594
$38K ﹤0.01%
872
595
$37K ﹤0.01%
600
-85
596
$37K ﹤0.01%
400
597
$37K ﹤0.01%
1,067
598
$36K ﹤0.01%
1,498
599
$36K ﹤0.01%
305
600
$36K ﹤0.01%
755
22 23
24
25 26