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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
1101
$1K ﹤0.01%
+14
1102
$1K ﹤0.01%
+27
1103
$1K ﹤0.01%
50
1104
$1K ﹤0.01%
16
1105
$1K ﹤0.01%
23
1106
$1K ﹤0.01%
+30
1107
$1K ﹤0.01%
+79
1108
$1K ﹤0.01%
100
1109
$1K ﹤0.01%
43
1110
$1K ﹤0.01%
30
1111
$1K ﹤0.01%
36
-42,520
1112
– –
-48
1113
$0 ﹤0.01%
+36
1114
$0 ﹤0.01%
42
1115
$0 ﹤0.01%
+5
1116
– –
-6
1117
$0 ﹤0.01%
+29
1118
– –
-100
1119
– –
-1,498
1120
– –
-100
1121
– –
-100
1122
– –
-756
1123
– –
-55
1124
– –
-600
1125
$0 ﹤0.01%
96
43 44
45
46 47