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
826
$6K ﹤0.01%
405
827
$6K ﹤0.01%
115
-3,725
828
$6K ﹤0.01%
172
829
$6K ﹤0.01%
300
830
$6K ﹤0.01%
300
831
$6K ﹤0.01%
250
832
$6K ﹤0.01%
2,017
833
$5K ﹤0.01%
35
834
$5K ﹤0.01%
126
835
$5K ﹤0.01%
100
836
$5K ﹤0.01%
95
837
$5K ﹤0.01%
52
838
$5K ﹤0.01%
75
839
$5K ﹤0.01%
75
840
$5K ﹤0.01%
110
841
$5K ﹤0.01%
58
842
$5K ﹤0.01%
307
843
$4K ﹤0.01%
95
844
$4K ﹤0.01%
165
845
$4K ﹤0.01%
52
846
$4K ﹤0.01%
119
847
$4K ﹤0.01%
99
848
$4K ﹤0.01%
77
849
$4K ﹤0.01%
220
850
$4K ﹤0.01%
250
32 33
34
35 36