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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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$3.42M
3
+$3.13M
4
AMZN icon
Amazon
AMZN
+$3.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.82M

Top Sells

1
+$7.42M
2
+$2.72M
3
+$2.47M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.38M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$7K ﹤0.01%
206
952
$7K ﹤0.01%
47
953
$6K ﹤0.01%
166
954
$6K ﹤0.01%
24
955
$6K ﹤0.01%
250
-1,455
956
$6K ﹤0.01%
94
957
$6K ﹤0.01%
200
958
$6K ﹤0.01%
80
959
$6K ﹤0.01%
70
960
$6K ﹤0.01%
1,582
-223
961
$6K ﹤0.01%
539
+356
962
$6K ﹤0.01%
200
963
$6K ﹤0.01%
263
+175
964
$6K ﹤0.01%
200
965
$6K ﹤0.01%
400
-1,550
966
$6K ﹤0.01%
200
967
$6K ﹤0.01%
100
-800
968
$5K ﹤0.01%
300
969
$5K ﹤0.01%
132
-98
970
$5K ﹤0.01%
626
+425
971
$5K ﹤0.01%
68
972
$5K ﹤0.01%
61
973
$5K ﹤0.01%
156
+105
974
$5K ﹤0.01%
60
975
$5K ﹤0.01%
100
-500
37 38
39
40 41