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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
COINCoinbase Global Inc Com Cl A
Recent Activity
Decreased -0.77%
0.19%
$14.166M
79,508 shares@ $178.17 avg price
KOCoca Cola Co Com
Recent Activity
Decreased -2.82%
0.19%
$13.905M
193,496 shares@ $71.86 avg price
VBVanguard Index Fds Small Cp Etf
Recent Activity
Decreased -1.52%
0.19%
$13.859M
58,426 shares@ $237.21 avg price
VIGVanguard Dividend Appreciation Etf
Recent Activity
Decreased -0.97%
0.19%
$13.699M
69,167 shares@ $198.06 avg price
SCHWSchwab Charles Corp New Com
Recent Activity
Decreased -1.35%
0.19%
$13.604M
209,907 shares@ $64.81 avg price
TRVTravelers Companies, Inc Com
Recent Activity
Decreased -2.76%
0.18%
$13.232M
56,517 shares@ $234.12 avg price
BLKBlackrock Inc Cl A
Recent Activity
Decreased -45.86%
0.18%
$13.06M
13,755 shares@ $949.51 avg price
EFAIshares Msci Eafe Index Fund
Recent Activity
Decreased -6.03%
0.17%
$12.467M
149,073 shares@ $83.63 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -0.04%
0.17%
$12.348M
47,920 shares@ $257.69 avg price
MINTPimco Etf Tr Enhan Shrt Mat
Recent Activity
Decreased -10%
0.17%
$12.289M
122,044 shares@ $100.69 avg price