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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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.87M
3
+$2.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M
5
CVX icon
Chevron
CVX
+$1.27M

Top Sells

1
+$2.04M
2
+$942K
3
+$699K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$687K
5
PM icon
Philip Morris
PM
+$621K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$13K ﹤0.01%
145
727
$13K ﹤0.01%
300
728
$13K ﹤0.01%
250
729
$13K ﹤0.01%
500
-2,300
730
$13K ﹤0.01%
115
731
$13K ﹤0.01%
486
732
$12K ﹤0.01%
510
733
$12K ﹤0.01%
500
734
$12K ﹤0.01%
564
735
$12K ﹤0.01%
+303
736
$12K ﹤0.01%
+200
737
$12K ﹤0.01%
2,354
738
$12K ﹤0.01%
240
739
$12K ﹤0.01%
585
740
$12K ﹤0.01%
500
741
$12K ﹤0.01%
250
742
$11K ﹤0.01%
243
743
$11K ﹤0.01%
325
744
$11K ﹤0.01%
290
745
$11K ﹤0.01%
600
-600
746
$11K ﹤0.01%
300
747
$11K ﹤0.01%
349
748
$11K ﹤0.01%
862
749
$11K ﹤0.01%
288
750
$11K ﹤0.01%
350
28 29
30
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