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