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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
$894M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.91M
3
+$1.57M
4
WFM
Whole Foods Market Inc
WFM
+$1.52M
5
TEL icon
TE Connectivity
TEL
+$1.05M

Top Sells

1
+$1.39M
2
+$1.32M
3
+$813K
4
IBM icon
IBM
IBM
+$783K
5
XLNX
Xilinx Inc
XLNX
+$745K

Sector Composition

1 Healthcare 11.75%
2 Technology 11.4%
3 Financials 9.51%
4 Industrials 8.07%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$30K ﹤0.01%
270
627
$30K ﹤0.01%
285
-500
628
$30K ﹤0.01%
720
629
$30K ﹤0.01%
300
630
$29K ﹤0.01%
469
631
$29K ﹤0.01%
3,000
632
$29K ﹤0.01%
2,000
633
$29K ﹤0.01%
2,250
634
$29K ﹤0.01%
2,480
635
$29K ﹤0.01%
452
636
$28K ﹤0.01%
475
637
$28K ﹤0.01%
730
638
$28K ﹤0.01%
757
639
$28K ﹤0.01%
373
640
$28K ﹤0.01%
2,392
641
$28K ﹤0.01%
1,508
642
$27K ﹤0.01%
700
643
$27K ﹤0.01%
688
644
$27K ﹤0.01%
2,015
645
$27K ﹤0.01%
1,000
646
$27K ﹤0.01%
5
647
$27K ﹤0.01%
+1,500
648
$27K ﹤0.01%
1,850
649
$26K ﹤0.01%
2,450
-11,735
650
$26K ﹤0.01%
600
24 25
26
27 28