test

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
GSGoldman Sachs Group Inc Com
Recent Activity
Increased 1.19%
0.48%
$35.69M
72,087 shares@ $495.1 avg price
DHRDanaher Corp Del Com
Recent Activity
Increased 3.39%
0.48%
$35.318M
127,040 shares@ $278.01 avg price
MMCMarsh & Mclennan Cos Inc Com
Recent Activity
Increased 2.04%
0.47%
$34.798M
155,986 shares@ $223.09 avg price
IEFAIshares Tr Core Msci Eafe
Recent Activity
Increased 2.43%
0.43%
$31.896M
408,712 shares@ $78.04 avg price
SPGIS&p Global Inc.
Recent Activity
Increased 1.74%
0.43%
$31.87M
61,691 shares@ $516.61 avg price
DISDisney Walt Co Com Disney
Recent Activity
Increased 1.9%
0.43%
$31.664M
329,193 shares@ $96.19 avg price
ASMLAsml Holding N V N Y Registry Shs
Recent Activity
Increased 5.58%
0.42%
$31.019M
37,227 shares@ $833.24 avg price
XBISpdr Series Trust S&p Biotech
Recent Activity
Increased 3.32%
0.42%
$30.729M
311,027 shares@ $98.8 avg price
CRMSalesforce Com Inc Com
Recent Activity
Increased 0.71%
0.4%
$29.575M
108,057 shares@ $273.7 avg price
PNCPnc Finl Svcs Group Inc Com
Recent Activity
Increased 61.15%
0.4%
$29.29M
158,454 shares@ $184.85 avg price