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
801
$9K ﹤0.01%
115
802
$9K ﹤0.01%
700
803
$9K ﹤0.01%
100
804
$9K ﹤0.01%
240
805
$9K ﹤0.01%
133
806
$9K ﹤0.01%
225
807
$9K ﹤0.01%
600
808
$9K ﹤0.01%
244
809
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810
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300
811
$8K ﹤0.01%
131
812
$8K ﹤0.01%
+217
813
$8K ﹤0.01%
672
814
$8K ﹤0.01%
200
815
$8K ﹤0.01%
160
816
$8K ﹤0.01%
1,105
817
$8K ﹤0.01%
153
818
$8K ﹤0.01%
281
-1,423
819
$7K ﹤0.01%
100
820
$7K ﹤0.01%
1,000
821
$7K ﹤0.01%
+150
822
$7K ﹤0.01%
200
-525
823
$7K ﹤0.01%
219
824
$7K ﹤0.01%
310
825
$6K ﹤0.01%
195
31 32
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34 35