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
751
$16K ﹤0.01%
509
752
$15K ﹤0.01%
310
753
$15K ﹤0.01%
700
754
$15K ﹤0.01%
486
755
$15K ﹤0.01%
527
756
$15K ﹤0.01%
415
-105
757
$14K ﹤0.01%
2,284
-2
758
$14K ﹤0.01%
681
+19
759
$14K ﹤0.01%
300
760
$14K ﹤0.01%
888
761
$14K ﹤0.01%
225
762
$14K ﹤0.01%
295
763
$13K ﹤0.01%
185
764
$13K ﹤0.01%
585
765
$13K ﹤0.01%
250
766
$13K ﹤0.01%
146
767
$13K ﹤0.01%
334
768
$12K ﹤0.01%
99
769
$12K ﹤0.01%
1,160
770
$12K ﹤0.01%
325
771
$12K ﹤0.01%
150
772
$12K ﹤0.01%
261
773
$12K ﹤0.01%
500
774
$12K ﹤0.01%
240
775
$12K ﹤0.01%
330
29 30
31
32 33