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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
TMOThermo Fisher Scientific Inccom
Recent Activity
Decreased -0.4%
0.73%
$54.075M
87,421 shares@ $618.57 avg price
VWOVanguard Emerging Market Equity Etf
Recent Activity
Decreased -2.36%
0.71%
$52.308M
1.093M shares@ $47.84 avg price
IWNIshares Russell 2000 Value
Recent Activity
Decreased -0.52%
0.69%
$51.501M
308,724 shares@ $166.82 avg price
ELVElevance Health Inc
Recent Activity
Decreased -4.48%
0.62%
$45.764M
88,007 shares@ $520.0 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Decreased -0.61%
0.58%
$42.805M
258,095 shares@ $165.85 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -22.43%
0.44%
$32.45M
190,828 shares@ $170.05 avg price
IWBIshares Tr Russell 1000
Recent Activity
Decreased -0.16%
0.43%
$31.722M
100,903 shares@ $314.38 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -0.17%
0.39%
$28.689M
70,802 shares@ $405.2 avg price
VOVanguard Index Fds Mid Cap Etf
Recent Activity
Decreased -0.42%
0.37%
$26.938M
102,106 shares@ $263.82 avg price
ORCLOracle Corp Com
Recent Activity
Decreased -0.24%
0.33%
$24.485M
143,689 shares@ $170.4 avg price