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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
METAMeta Platforms Inc Cl A
Recent Activity
Increased 1.94%
1.44%
$107.022M
186,959 shares@ $572.44 avg price
IJHIshares S&p Midcap 400 Index
Recent Activity
Increased 2.19%
1.44%
$106.896M
1.716M shares@ $62.31 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 1.79%
1.27%
$94.583M
205,500 shares@ $460.26 avg price
LLYLilly Eli & Co Com
Recent Activity
Increased 5.36%
1.24%
$92.07M
103,924 shares@ $885.94 avg price
ETNEaton Corp Plc Shs
Recent Activity
Increased 1.79%
1.13%
$83.762M
252,722 shares@ $331.44 avg price
MDYMidcap Spdr Tr Unit Ser 1
Recent Activity
Decreased -0.56%
1.06%
$79.021M
138,719 shares@ $569.65 avg price
VEAVanguard Ftse Developed Markets
Recent Activity
Increased 1.78%
1.04%
$77.02M
1.458M shares@ $52.81 avg price
IJRIshares S&p Small Cap 600
Recent Activity
Increased 2.48%
0.98%
$73.007M
624,209 shares@ $116.96 avg price
AMATApplied Matls Inc Com
Recent Activity
Decreased -3.24%
0.98%
$72.828M
360,449 shares@ $202.05 avg price
TJXTjx Cos Inc New Com
Recent Activity
Increased 1.46%
0.91%
$67.426M
573,649 shares@ $117.54 avg price