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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
$1B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$901K
3
+$846K
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$822K
5
EWBC icon
East-West Bancorp
EWBC
+$805K

Top Sells

1
+$1.99M
2
+$1.58M
3
+$1.58M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.24M
5
IBM icon
IBM
IBM
+$1.21M

Sector Composition

1 Technology 11.93%
2 Healthcare 11.55%
3 Financials 11.24%
4 Industrials 8.15%
5 Consumer Staples 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
110
852
$5K ﹤0.01%
150
853
$5K ﹤0.01%
137
854
$5K ﹤0.01%
45
855
$5K ﹤0.01%
142
-261
856
$5K ﹤0.01%
60
857
$5K ﹤0.01%
230
858
$5K ﹤0.01%
30
859
$5K ﹤0.01%
35
860
$4K ﹤0.01%
120
861
$4K ﹤0.01%
45
862
$4K ﹤0.01%
268
863
$4K ﹤0.01%
+1,831
864
$4K ﹤0.01%
50
865
$4K ﹤0.01%
167
866
$4K ﹤0.01%
309
867
$4K ﹤0.01%
68
868
$4K ﹤0.01%
165
869
$4K ﹤0.01%
56
870
$4K ﹤0.01%
672
871
$4K ﹤0.01%
187
872
$4K ﹤0.01%
150
873
$4K ﹤0.01%
80
874
$4K ﹤0.01%
138
875
$4K ﹤0.01%
106
-38
33 34
35
36 37