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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
MCDMcdonalds Corp Com
Recent Activity
Decreased -5.03%
0.3%
$21.889M
71,884 shares@ $304.51 avg price
WMTWal Mart Stores Inc Com
Recent Activity
Decreased -18.69%
0.28%
$20.756M
257,042 shares@ $80.75 avg price
VEUVgrd Ftse All World Etf
Recent Activity
Decreased -11.74%
0.27%
$19.89M
315,709 shares@ $63.0 avg price
LOWLowe's Cos
Recent Activity
Decreased -1.62%
0.27%
$19.875M
73,384 shares@ $270.84 avg price
CATCaterpillar Inc Del Com
Recent Activity
Decreased -0.91%
0.26%
$19.342M
49,454 shares@ $391.11 avg price
AXPAmerican Express Co Com
Recent Activity
Decreased -1.44%
0.25%
$18.677M
68,869 shares@ $271.19 avg price
SHWSherwin Williams Co Com
Recent Activity
Decreased -1.01%
0.22%
$16.26M
42,603 shares@ $381.66 avg price
BOOTBoot Barn Hldgs Inc Com
Recent Activity
Decreased -9.58%
0.22%
$15.767M
94,258 shares@ $167.28 avg price
QQQInvesco Qqq Tr Unit Ser 1
Recent Activity
Decreased -5.57%
0.21%
$15.354M
31,459 shares@ $488.07 avg price
IWFIshares Russell 1000 Growth
Recent Activity
Decreased -0.06%
0.2%
$14.256M
37,977 shares@ $375.38 avg price