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Steve Anderson

@Whittier Trust Co

Latest period2024 - Q3ReportedManaged Assets$7.472BTotal holdings1548
Assets growth rate6.01%Assets growth rate (2-Q avg)4.39%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Whittier Trust Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1548 positions.

Assets under management

The assets under management (AUM) of Whittier Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.472B in assets, with a quarterly growth rate of 6.01% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by Steve Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp Com
Recent Activity
Decreased -3.58%
6%
$448.103M
3.69M shares@ $121.44 avg price
SPYSpdr Tr S&p 500
Recent Activity
Decreased -1.26%
3.32%
$247.469M
431,311 shares@ $573.76 avg price
IVVIshares S&p 500 Index
Recent Activity
Decreased -1.17%
3.09%
$230.443M
399,506 shares@ $576.82 avg price
JPMJ P Morgan Chase & Co Com
Recent Activity
Decreased -4.6%
1.72%
$128.133M
607,673 shares@ $210.86 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -4.39%
1.61%
$119.718M
435,435 shares@ $274.94 avg price
MDYMidcap Spdr Tr Unit Ser 1
Recent Activity
Decreased -0.56%
1.06%
$79.021M
138,719 shares@ $569.65 avg price
AMATApplied Matls Inc Com
Recent Activity
Decreased -3.24%
0.98%
$72.828M
360,449 shares@ $202.05 avg price
CVXChevron Corp Com
Recent Activity
Decreased -0.16%
0.76%
$56.319M
382,426 shares@ $147.27 avg price
HONHoneywell Intl Inc Com
Recent Activity
Decreased -0.48%
0.74%
$54.996M
266,056 shares@ $206.71 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -8.58%
0.73%
$54.492M
336,248 shares@ $162.06 avg price