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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
$2.44B
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$7.58M
3
+$5.64M
4
TRV icon
Travelers Companies
TRV
+$3.13M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.88M

Top Sells

1
+$2.57M
2
+$1.87M
3
+$1.43M
4
PEP icon
PepsiCo
PEP
+$1.31M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$898K

Sector Composition

1 Technology 20.12%
2 Financials 9.76%
3 Healthcare 8.25%
4 Consumer Discretionary 8.24%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$4K ﹤0.01%
+43
1027
$4K ﹤0.01%
53
1028
$4K ﹤0.01%
61
1029
$4K ﹤0.01%
+133
1030
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+12
1031
$4K ﹤0.01%
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1032
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+111
1034
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1035
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1036
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1037
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1038
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500
1039
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1040
$4K ﹤0.01%
+99
1041
$3K ﹤0.01%
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1042
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1043
$3K ﹤0.01%
112
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1044
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1045
$3K ﹤0.01%
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1046
$3K ﹤0.01%
11
1047
$3K ﹤0.01%
+69
1048
$3K ﹤0.01%
151
1049
$3K ﹤0.01%
+70
1050
$3K ﹤0.01%
+76
40 41
42
43 44