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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
IEMGIshares Inc Core Msci Emkt
Recent Activity
Increased 2.45%
0.67%
$49.913M
869,564 shares@ $57.4 avg price
PGProcter & Gamble Co Com
Recent Activity
Increased 9.67%
0.67%
$49.911M
288,172 shares@ $173.2 avg price
BXBlackstone Inc Com
Recent Activity
Increased 1.96%
0.66%
$48.895M
319,305 shares@ $153.13 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 1.12%
0.66%
$48.786M
247,046 shares@ $197.48 avg price
RTXRaytheon Technologies Corp Com
Recent Activity
Increased 1.17%
0.63%
$46.562M
384,308 shares@ $121.16 avg price
URIUnited Rentals Inc Com
Recent Activity
Increased 1.84%
0.59%
$43.99M
54,328 shares@ $809.72 avg price
NSCNorfolk Southern Corp Com
Recent Activity
Increased 1.71%
0.59%
$43.723M
175,948 shares@ $248.5 avg price
ABTAbbott Labs Com
Recent Activity
Increased 0.61%
0.59%
$43.61M
382,513 shares@ $114.01 avg price
PMPhilip Morris Intl Inc Com
Recent Activity
Increased 39.98%
0.55%
$40.571M
334,198 shares@ $121.4 avg price
MPWRMonolithic Pwr Sys Inc Com
Recent Activity
Increased 3.62%
0.5%
$37.248M
40,290 shares@ $924.5 avg price