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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
SYKStryker Corporation
Recent Activity
Increased 0.04%
0.37%
$2.724M
7,566 shares@ $360.05 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -10.77%
0.36%
$2.645M
21,979 shares@ $120.35 avg price
PFEPfizer Inc
Recent Activity
Decreased -7.36%
0.34%
$2.482M
93,548 shares@ $26.53 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -0.64%
0.32%
$2.4M
7,593 shares@ $316.05 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -2.19%
0.32%
$2.384M
9,659 shares@ $246.8 avg price
SOSouthern Co
Recent Activity
Decreased -1.15%
0.32%
$2.352M
28,575 shares@ $82.32 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.27%
0.31%
$2.302M
11,409 shares@ $201.79 avg price
PAYXPaychex Inc
Recent Activity
Decreased -1.6%
0.31%
$2.279M
16,250 shares@ $140.22 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -8.17%
0.3%
$2.239M
9,981 shares@ $224.35 avg price
NFLXNetflix Inc
Recent Activity
Decreased -3.77%
0.3%
$2.224M
2,495 shares@ $891.32 avg price