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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
$2.42B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,214
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.64M
3
+$5.87M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.87M

Top Sells

1
+$5.91M
2
+$3.26M
3
+$3.16M
4
MBUU icon
Malibu Boats
MBUU
+$2.34M
5
BFAM icon
Bright Horizons
BFAM
+$2.17M

Sector Composition

1 Technology 19.76%
2 Healthcare 9.91%
3 Financials 9.54%
4 Consumer Discretionary 7.01%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$7K ﹤0.01%
254
-20
977
$7K ﹤0.01%
252
978
$7K ﹤0.01%
150
979
$7K ﹤0.01%
1,407
+92
980
$7K ﹤0.01%
220
+20
981
$6K ﹤0.01%
80
982
$6K ﹤0.01%
200
983
$6K ﹤0.01%
263
984
$6K ﹤0.01%
1,160
985
$6K ﹤0.01%
150
986
$6K ﹤0.01%
46
+4
987
$6K ﹤0.01%
175
+43
988
$6K ﹤0.01%
125
989
$6K ﹤0.01%
137
-12
990
$6K ﹤0.01%
575
-1
991
$6K ﹤0.01%
110
992
$5K ﹤0.01%
+40
993
$5K ﹤0.01%
282
-4
994
$5K ﹤0.01%
118
995
$5K ﹤0.01%
155
-1
996
$5K ﹤0.01%
145
997
$5K ﹤0.01%
400
998
$5K ﹤0.01%
70
-56
999
$5K ﹤0.01%
103
1000
$5K ﹤0.01%
51
38 39
40
41 42