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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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.62M
3
+$1.23M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
V icon
Visa
V
+$1.09M

Top Sells

1
+$3.43M
2
+$1.5M
3
+$1.09M
4
PRU icon
Prudential Financial
PRU
+$819K
5
BIIB icon
Biogen
BIIB
+$815K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$0 ﹤0.01%
80
1027
– –
-187
1028
$0 ﹤0.01%
806
1029
– –
-939
1030
$0 ﹤0.01%
7
1031
– –
-1,781
1032
– –
-5,000
1033
$0 ﹤0.01%
4
1034
– –
-102
1035
– –
-134
38 39 40 41
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