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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
LOWLowes Cos Inc
Recent Activity
Decreased -2.56%
0.17%
$910,198
3,688 shares@ $246.8 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -1.12%
0.16%
$875,535
1,758 shares@ $498.03 avg price
HEIHeico Corp New
Recent Activity
Decreased -1.34%
0.16%
$874,407
3,678 shares@ $237.74 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.81%
0.16%
$854,469
12,165 shares@ $70.24 avg price
MDTMedtronic Plc
Recent Activity
Decreased -7.57%
0.15%
$840,017
10,516 shares@ $79.88 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -9.35%
0.15%
$811,557
1,560 shares@ $520.23 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -7.46%
0.15%
$807,522
2,455 shares@ $328.93 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -8.59%
0.15%
$799,714
8,764 shares@ $91.25 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -3.94%
0.14%
$781,784
5,966 shares@ $131.04 avg price
CPRTCopart Inc
Recent Activity
Decreased -11.65%
0.14%
$772,526
13,461 shares@ $57.39 avg price