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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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.62M
3
+$1.23M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
V icon
Visa
V
+$1.09M

Top Sells

1
+$3.43M
2
+$1.5M
3
+$1.09M
4
PRU icon
Prudential Financial
PRU
+$819K
5
BIIB icon
Biogen
BIIB
+$815K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$63K ﹤0.01%
248
+101
552
$63K ﹤0.01%
1,272
553
$62K ﹤0.01%
3,046
+2,589
554
$62K ﹤0.01%
2,467
+496
555
$62K ﹤0.01%
1,197
+720
556
$62K ﹤0.01%
1,331
557
$61K ﹤0.01%
567
558
$61K ﹤0.01%
1,400
559
$61K ﹤0.01%
2,000
560
$61K ﹤0.01%
1,012
561
$61K ﹤0.01%
2,224
+720
562
$60K ﹤0.01%
1,600
563
$60K ﹤0.01%
1,296
-203
564
$59K ﹤0.01%
1,540
565
$59K ﹤0.01%
1,000
566
$58K ﹤0.01%
435
+134
567
$58K ﹤0.01%
225
568
$58K ﹤0.01%
1,080
569
$58K ﹤0.01%
1,000
570
$58K ﹤0.01%
1,200
571
$58K ﹤0.01%
771
572
$56K ﹤0.01%
683
-432
573
$56K ﹤0.01%
2,361
574
$56K ﹤0.01%
514
575
$56K ﹤0.01%
455
21 22
23
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