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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
$4.82B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.5M
3
+$8.94M
4
CRWD icon
CrowdStrike
CRWD
+$6.26M
5
SNOW icon
Snowflake
SNOW
+$5.76M

Top Sells

1
+$20.7M
2
+$14.2M
3
+$10.4M
4
MSI icon
Motorola Solutions
MSI
+$9.37M
5
CVX icon
Chevron
CVX
+$6.2M

Sector Composition

1 Technology 24.93%
2 Financials 11.57%
3 Communication Services 7.54%
4 Consumer Discretionary 7.42%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VT icon
576
Vanguard Total World Stock ETF
VT
$76B
$102K ﹤0.01%
708
+47
COO icon
577
Cooper Companies
COO
$13.1B
$101K ﹤0.01%
1,196
-12
SNDK
578
Sandisk
SNDK
$295B
$101K ﹤0.01%
288
-114
PSA icon
579
Public Storage
PSA
$56.2B
$100K ﹤0.01%
370
-5
DLR icon
580
Digital Realty Trust
DLR
$66.9B
$99.7K ﹤0.01%
636
EL icon
581
Estee Lauder
EL
$31.7B
$98K ﹤0.01%
903
-304
PYPL icon
582
PayPal
PYPL
$38.5B
$97.8K ﹤0.01%
1,636
-2,365
STWD icon
583
Starwood Property Trust
STWD
$6.29B
$97.8K ﹤0.01%
5,324
+2,570
LII icon
584
Lennox International
LII
$18.4B
$97.7K ﹤0.01%
188
JEMA icon
585
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.67B
$97.6K ﹤0.01%
1,899
AZO icon
586
AutoZone
AZO
$51.2B
$97.3K ﹤0.01%
30
HEI.A icon
587
HEICO Corp Class A
HEI.A
$34.7B
$97.1K ﹤0.01%
360
HWM icon
588
Howmet Aerospace
HWM
$111B
$96.6K ﹤0.01%
450
-29
BF.B icon
589
Brown-Forman Class B
BF.B
$12.2B
$96.5K ﹤0.01%
+3,696
NULG icon
590
Nuveen ESG Large-Cap Growth ETF
NULG
$2.72B
$95.8K ﹤0.01%
960
+110
AIG icon
591
American International
AIG
$39.9B
$95.8K ﹤0.01%
1,227
-401
FELE icon
592
Franklin Electric
FELE
$4.57B
$94.8K ﹤0.01%
950
WTS icon
593
Watts Water Technologies
WTS
$11.3B
$93.8K ﹤0.01%
330
ETR icon
594
Entergy
ETR
$51.5B
$93.7K ﹤0.01%
1,004
-200
CSGP icon
595
CoStar Group
CSGP
$13.1B
$93.4K ﹤0.01%
1,390
-85
IYY icon
596
iShares Dow Jones US ETF
IYY
$2.98B
$92.5K ﹤0.01%
549
-575
UNM icon
597
Unum
UNM
$14.7B
$92.2K ﹤0.01%
1,172
CRBN icon
598
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.14B
$92K ﹤0.01%
391
ITT icon
599
ITT
ITT
$17.4B
$91.8K ﹤0.01%
510
KNSL icon
600
Kinsale Capital Group
KNSL
$7.21B
$91.8K ﹤0.01%
229
+13
22 23
24
25 26