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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
$2B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.66M
3
+$3.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
INTU icon
Intuit
INTU
+$2.16M

Top Sells

1
+$3.34M
2
+$2.54M
3
+$1.57M
4
EOG icon
EOG Resources
EOG
+$1.23M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.02M

Sector Composition

1 Technology 18.12%
2 Financials 9.3%
3 Healthcare 8.61%
4 Consumer Discretionary 8.6%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$6K ﹤0.01%
166
877
$6K ﹤0.01%
80
878
$6K ﹤0.01%
37
879
$6K ﹤0.01%
135
880
$6K ﹤0.01%
35
881
$6K ﹤0.01%
380
-885
882
$6K ﹤0.01%
522
883
$6K ﹤0.01%
103
884
$6K ﹤0.01%
174
885
$6K ﹤0.01%
1,034
886
$6K ﹤0.01%
517
887
$6K ﹤0.01%
150
-2,000
888
$6K ﹤0.01%
227
889
$6K ﹤0.01%
30
890
$5K ﹤0.01%
538
-190
891
$5K ﹤0.01%
160
+41
892
$5K ﹤0.01%
529
893
$5K ﹤0.01%
368
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894
$5K ﹤0.01%
47
895
$5K ﹤0.01%
904
896
$5K ﹤0.01%
236
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897
$5K ﹤0.01%
280
898
$5K ﹤0.01%
57
899
$4K ﹤0.01%
110
900
$4K ﹤0.01%
150
34 35
36
37 38