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
126
$1.53M 0.17%
22,112
-423
127
$1.53M 0.17%
44,951
128
$1.49M 0.17%
1,228
129
$1.49M 0.17%
18,475
+1,399
130
$1.48M 0.17%
13,965
-175
131
$1.48M 0.17%
12,481
+1,130
132
$1.47M 0.16%
21,527
+247
133
$1.46M 0.16%
20,110
+225
134
$1.42M 0.16%
25,820
+200
135
$1.42M 0.16%
23,681
-1,350
136
$1.41M 0.16%
15,692
+366
137
$1.4M 0.16%
35,662
+540
138
$1.38M 0.15%
18,266
-840
139
$1.37M 0.15%
18,943
+178
140
$1.36M 0.15%
23,562
-500
141
$1.35M 0.15%
22,607
142
$1.33M 0.15%
16,994
+1,985
143
$1.3M 0.15%
41,695
144
$1.29M 0.14%
38,420
145
$1.29M 0.14%
20,555
-85
146
$1.28M 0.14%
12,836
147
$1.27M 0.14%
26,880
+508
148
$1.27M 0.14%
51,224
+3,136
149
$1.26M 0.14%
12,164
-2,479
150
$1.26M 0.14%
178,437
+19,971
4 5
6
7 8