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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
XLISelect Sector Spdr Tr
Recent Activity
Decreased -1.49%
0.52%
$3.874M
29,405 shares@ $131.76 avg price
IWFIshares Tr
Recent Activity
Decreased -5.44%
0.52%
$3.852M
9,592 shares@ $401.58 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -3.62%
0.49%
$3.638M
61,451 shares@ $59.2 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -3.16%
0.48%
$3.593M
27,202 shares@ $132.1 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Decreased -11.45%
0.48%
$3.559M
76,698 shares@ $46.4 avg price
USMVIshares Tr
Recent Activity
Decreased -1.88%
0.47%
$3.512M
39,549 shares@ $88.79 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -6.11%
0.44%
$3.233M
57,154 shares@ $56.56 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.12%
0.42%
$3.143M
24,630 shares@ $127.59 avg price
MOAltria Group Inc
Recent Activity
Decreased -0.51%
0.41%
$3.052M
58,368 shares@ $52.29 avg price
UYLDAngel Oak Funds Trust
Recent Activity
Decreased -1.19%
0.41%
$3.035M
59,430 shares@ $51.07 avg price