Steve Anderson

@Whittier Trust Co

Latest period2024 - Q3

Reported2mo 29d ago

Managed Assets$7.472B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VEAVanguard Ftse Developed Markets Recent Activity Increased 1.78%	1.04%	$77.02M 1.458M shares@ $52.81 avg price	Increased 1.78%
IJRIshares S&p Small Cap 600 Recent Activity Increased 2.48%	0.98%	$73.007M 624,209 shares@ $116.96 avg price	Increased 2.48%
TJXTjx Cos Inc New Com Recent Activity Increased 1.46%	0.91%	$67.426M 573,649 shares@ $117.54 avg price	Increased 1.46%
NOWServicenow Inc Com Recent Activity Increased 3.35%	0.9%	$66.915M 74,817 shares@ $894.39 avg price	Increased 3.35%
IWMIshares Russell 2000 Index Recent Activity Increased 0.27%	0.78%	$58.051M 262,808 shares@ $220.89 avg price	Increased 0.27%
MRKMerck & Co Inc Com Recent Activity Increased 1.76%	0.78%	$57.538M 506,684 shares@ $113.56 avg price	Increased 1.76%
CMGChipotle Mexican Grill Inc Com Recent Activity Increased 3.24%	0.74%	$54.993M 954,584 shares@ $57.61 avg price	Increased 3.24%
LINLinde Plc Shs Recent Activity Increased 1.19%	0.73%	$53.849M 112,928 shares@ $476.85 avg price	Increased 1.19%
UNHUnitedhealth Group Inc Com Recent Activity Increased 0.58%	0.71%	$52.612M 89,987 shares@ $584.67 avg price	Increased 0.58%
COSTCostco Whsl Corp New Com Recent Activity Increased 1.37%	0.71%	$52.598M 59,331 shares@ $886.52 avg price	Increased 1.37%