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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
NOWServicenow Inc Com
Recent Activity
Increased 3.35%
0.9%
$66.915M
74,817 shares@ $894.39 avg price
IWMIshares Russell 2000 Index
Recent Activity
Increased 0.27%
0.78%
$58.051M
262,808 shares@ $220.89 avg price
MRKMerck & Co Inc Com
Recent Activity
Increased 1.76%
0.78%
$57.538M
506,684 shares@ $113.56 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
CMGChipotle Mexican Grill Inc Com
Recent Activity
Increased 3.24%
0.74%
$54.993M
954,584 shares@ $57.61 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -8.58%
0.73%
$54.492M
336,248 shares@ $162.06 avg price
TMOThermo Fisher Scientific Inccom
Recent Activity
Decreased -0.4%
0.73%
$54.075M
87,421 shares@ $618.57 avg price
LINLinde Plc Shs
Recent Activity
Increased 1.19%
0.73%
$53.849M
112,928 shares@ $476.85 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 0.58%
0.71%
$52.612M
89,987 shares@ $584.67 avg price