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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
AMGNAmgen Inc
Recent Activity
Increased 1.36%
0.28%
$2.047M
7,854 shares@ $260.64 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 2.46%
0.26%
$1.936M
25,577 shares@ $75.69 avg price
YUMYum Brands Inc
Recent Activity
Increased 0.15%
0.25%
$1.856M
13,832 shares@ $134.16 avg price
IBTHIshares Tr
Recent Activity
Increased 6.3%
0.23%
$1.687M
76,000 shares@ $22.2 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 88.56%
0.2%
$1.433M
7,876 shares@ $181.96 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 21.86%
0.19%
$1.384M
2,660 shares@ $520.23 avg price
IBTKIshares Tr
Recent Activity
Increased 15.46%
0.16%
$1.147M
59,750 shares@ $19.2 avg price
VTIVanguard Index Fds
Recent Activity
Increased 46.16%
0.15%
$1.101M
3,800 shares@ $289.81 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Increased 8.36%
0.15%
$1.095M
13,013 shares@ $84.14 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Increased 10.02%
0.13%
$928,393
12,415 shares@ $74.78 avg price