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
676
$24K ﹤0.01%
1,400
677
$24K ﹤0.01%
2,015
678
$24K ﹤0.01%
500
679
$24K ﹤0.01%
316
680
$24K ﹤0.01%
+1,800
681
$24K ﹤0.01%
90
682
$24K ﹤0.01%
1,073
683
$24K ﹤0.01%
1,056
684
$24K ﹤0.01%
242
685
$24K ﹤0.01%
225
686
$24K ﹤0.01%
717
-305
687
$24K ﹤0.01%
449
688
$23K ﹤0.01%
1,000
689
$23K ﹤0.01%
424
690
$23K ﹤0.01%
548
691
$23K ﹤0.01%
1,200
692
$23K ﹤0.01%
730
693
$23K ﹤0.01%
500
694
$23K ﹤0.01%
688
695
$23K ﹤0.01%
2,250
696
$23K ﹤0.01%
2,000
697
$22K ﹤0.01%
284
698
$22K ﹤0.01%
+198
699
$22K ﹤0.01%
472
700
$22K ﹤0.01%
400
26 27
28
29 30