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SUSAN C GAVINSKI

@Chicago Trust Co Na

Latest period2024 - Q4ReportedManaged Assets$564.988MTotal holdings360
Assets growth rate-2.58%Assets growth rate (2-Q avg)7.54%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chicago Trust Co Na's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Chicago Trust Co Na 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 564.988M in assets, with a quarterly growth rate of -2.58% and a 2-quarter average growth rate of 7.54%. The portfolio is managed by SUSAN C GAVINSKI, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CRMSalesforce Inc
Recent Activity
Decreased -3.3%
0.41%
$2.276M
6,807 shares@ $334.33 avg price
LP0A⤦Apds2 Properties Llc
Recent Activity
0.4%
$2.25M
1 shares@ $2249879.0 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.4%
$2.232M
30,906 shares@ $72.23 avg price
AMPAmeriprise Finl Inc
Recent Activity
Decreased -2.4%
0.4%
$2.229M
4,187 shares@ $532.43 avg price
CMICummins Inc
Recent Activity
Decreased -2.3%
0.4%
$2.217M
6,359 shares@ $348.6 avg price
IBMInternational Business Machs
Recent Activity
Decreased -13.04%
0.38%
$2.141M
9,740 shares@ $219.83 avg price
SUDO⤦Dowd Avenue 88 Percent Interest
Recent Activity
0.37%
$2.064M
1 shares@ $2064367.0 avg price
CCitigroup Inc
Recent Activity
Decreased -0.77%
0.37%
$2.045M
29,052 shares@ $70.39 avg price
WABWabtec
Recent Activity
Decreased -3.74%
0.36%
$2.033M
10,723 shares@ $189.59 avg price
ADBEAdobe Inc
Recent Activity
Decreased -19.94%
0.36%
$2.02M
4,543 shares@ $444.68 avg price