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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
851
$1K ﹤0.01%
40
852
$1K ﹤0.01%
47
853
$1K ﹤0.01%
53
854
$1K ﹤0.01%
120
855
$1K ﹤0.01%
19
856
$1K ﹤0.01%
12
857
$1K ﹤0.01%
64
-3
858
$1K ﹤0.01%
+135
859
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15
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$1K ﹤0.01%
80
861
$1K ﹤0.01%
60
862
$1K ﹤0.01%
25
863
$1K ﹤0.01%
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864
$1K ﹤0.01%
584
865
$1K ﹤0.01%
320
866
$1K ﹤0.01%
212
867
$1K ﹤0.01%
80
868
$0 ﹤0.01%
15
869
– –
-125
870
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-825
871
– –
-250
872
– –
-362
873
$0 ﹤0.01%
1
874
$0 ﹤0.01%
3
875
– –
-1,060
32 33 34
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