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Yolanda Johnson

@Mechanics Bank Trust Department

Latest period2024 - Q4ReportedManaged Assets$750.315MTotal holdings218
Assets growth rate-0.11%Assets growth rate (2-Q avg)3.68%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mechanics Bank Trust Department's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Mechanics Bank Trust Department over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 750.315M in assets, with a quarterly growth rate of -0.11% and a 2-quarter average growth rate of 3.68%. The portfolio is managed by Yolanda Johnson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Increased 1.22%
4.2%
$31.455M
74,626 shares@ $421.5 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 3%
2.59%
$19.374M
336,755 shares@ $57.53 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.03%
1.82%
$13.606M
62,018 shares@ $219.39 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 14.2%
1.67%
$12.478M
592,210 shares@ $21.07 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.24%
1.63%
$12.168M
90,610 shares@ $134.29 avg price
VVisa Inc
Recent Activity
Increased 3.09%
1.43%
$10.701M
33,859 shares@ $316.04 avg price
IYWIshares Tr
Recent Activity
Increased 0.09%
1.34%
$9.983M
62,584 shares@ $159.52 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.51%
1.28%
$9.588M
40,000 shares@ $239.71 avg price
USHYIshares Tr
Recent Activity
Increased 1.29%
1.02%
$7.644M
207,780 shares@ $36.79 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 3.43%
0.84%
$6.269M
129,718 shares@ $48.33 avg price