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WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$4.71M
3
+$2.62M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.48M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.27M

Top Sells

1
+$5.35M
2
+$3.49M
3
+$2.95M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.88M
5
SLB icon
SLB Ltd
SLB
+$2.26M

Sector Composition

1 Healthcare 13.25%
2 Technology 10.9%
3 Financials 10.36%
4 Industrials 7.78%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$40K ﹤0.01%
750
552
$40K ﹤0.01%
2,238
553
$40K ﹤0.01%
530
554
$40K ﹤0.01%
3,000
555
$39K ﹤0.01%
305
556
$39K ﹤0.01%
1,153
-2,254
557
$39K ﹤0.01%
525
558
$39K ﹤0.01%
2,624
559
$39K ﹤0.01%
+1,300
560
$39K ﹤0.01%
256
561
$39K ﹤0.01%
3,400
562
$39K ﹤0.01%
986
563
$38K ﹤0.01%
2,500
564
$38K ﹤0.01%
684
565
$38K ﹤0.01%
2,520
566
$38K ﹤0.01%
1,000
567
$38K ﹤0.01%
2,250
568
$38K ﹤0.01%
1,293
-40
569
$38K ﹤0.01%
407
570
$38K ﹤0.01%
1,110
-120
571
$38K ﹤0.01%
1,498
572
$38K ﹤0.01%
360
573
$37K ﹤0.01%
295
+25
574
$37K ﹤0.01%
755
575
$37K ﹤0.01%
300
21 22
23
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