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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
MLPXGlobal X Fds Glb X Mlp Enrg I
Recent Activity
New Position
0.01%
$16,981
312 shares@ $54.43 avg price
DBEUDbx Etf Tr Xtrack Msci Eurp
Recent Activity
New Position
0.01%
$15,961
377 shares@ $42.34 avg price
MLPAGlobal X Fds Glbl X Mlp Etf
Recent Activity
New Position
0.01%
$14,965
312 shares@ $47.97 avg price
EWLIshares Msci Sz Cap Etf
Recent Activity
New Position
0.01%
$14,063
270 shares@ $52.09 avg price
SOFISofi Technologies Inc Com
Recent Activity
New Position
0.01%
$13,755
1,750 shares@ $7.86 avg price
3899⤦Grayscale Bitcoin Mini Tr Btshs
Recent Activity
New Position
0.01%
$12,295
2,184 shares@ $5.63 avg price
SCHCSchwab Strategic Tr Intl Sceqt Etf
Recent Activity
New Position
0.01%
$12,249
318 shares@ $38.52 avg price
2688⤦Epr Pptys Pfd C Cv 5.75
Recent Activity
New Position
0.01%
$11,200
500 shares@ $22.4 avg price
GRALGrail Inc Com
Recent Activity
New Position
0.01%
$10,084
733 shares@ $13.76 avg price
MCHIIshares Tr Msci China Etf
Recent Activity
New Position
0.01%
$9,925
195 shares@ $50.9 avg price