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
601
$36K ﹤0.01%
248
602
$36K ﹤0.01%
253
+57
603
$35K ﹤0.01%
3,375
604
$35K ﹤0.01%
373
605
$35K ﹤0.01%
+1,050
606
$35K ﹤0.01%
600
607
$35K ﹤0.01%
800
-200
608
$35K ﹤0.01%
29
609
$35K ﹤0.01%
651
610
$34K ﹤0.01%
775
611
$34K ﹤0.01%
750
612
$34K ﹤0.01%
944
613
$33K ﹤0.01%
1,034
614
$33K ﹤0.01%
743
615
$33K ﹤0.01%
779
616
$33K ﹤0.01%
972
-266
617
$32K ﹤0.01%
300
618
$32K ﹤0.01%
825
619
$32K ﹤0.01%
616
620
$32K ﹤0.01%
256
621
$31K ﹤0.01%
750
622
$31K ﹤0.01%
705
623
$31K ﹤0.01%
270
624
$31K ﹤0.01%
630
625
$31K ﹤0.01%
350
23 24
25
26 27