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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
1001
$5K ﹤0.01%
30
1002
$5K ﹤0.01%
97
+3
1003
$5K ﹤0.01%
396
-53,113
1004
$5K ﹤0.01%
83
+18
1005
$5K ﹤0.01%
248
-1,988
1006
$5K ﹤0.01%
75
1007
$5K ﹤0.01%
181
+6
1008
$5K ﹤0.01%
284
1009
$5K ﹤0.01%
174
1010
$4K ﹤0.01%
128
+18
1011
$4K ﹤0.01%
173
+7
1012
$4K ﹤0.01%
+44
1013
$4K ﹤0.01%
+44
1014
$4K ﹤0.01%
110
1015
$4K ﹤0.01%
200
-1,000
1016
$4K ﹤0.01%
125
1017
$4K ﹤0.01%
70
1018
$4K ﹤0.01%
47
1019
$4K ﹤0.01%
589
+90
1020
$4K ﹤0.01%
60
1021
$4K ﹤0.01%
232
1022
$4K ﹤0.01%
+114
1023
$4K ﹤0.01%
167
1024
$4K ﹤0.01%
200
1025
$4K ﹤0.01%
422
39 40
41
42 43