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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
COSTCostco Whsl Corp New Com
Recent Activity
Increased 1.37%
0.71%
$52.598M
59,331 shares@ $886.52 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
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
ELVElevance Health Inc
Recent Activity
Decreased -4.48%
0.62%
$45.764M
88,007 shares@ $520.0 avg price
BRK.ABerkshire Hathaway Inc Del Cl A
Recent Activity
0.61%
$44.927M
65 shares@ $691180.0 avg price