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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
901
$2K ﹤0.01%
60
902
$2K ﹤0.01%
85
903
$2K ﹤0.01%
120
904
$2K ﹤0.01%
50
-137
905
$2K ﹤0.01%
140
906
$2K ﹤0.01%
278
907
$2K ﹤0.01%
2,017
908
$2K ﹤0.01%
100
909
$1K ﹤0.01%
20
910
$1K ﹤0.01%
44
911
$1K ﹤0.01%
34
912
$1K ﹤0.01%
11
913
$1K ﹤0.01%
15
914
$1K ﹤0.01%
50
915
$1K ﹤0.01%
30
916
$1K ﹤0.01%
68
917
$1K ﹤0.01%
12
918
$1K ﹤0.01%
135
919
$1K ﹤0.01%
58
920
$1K ﹤0.01%
15
921
$1K ﹤0.01%
80
922
$1K ﹤0.01%
27
923
$1K ﹤0.01%
1,762
924
$1K ﹤0.01%
289
925
– –
-700
35 36
37
38 39