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Yinka Akinsola

@Blue Trust, Inc.

Latest period2024 - Q3ReportedManaged Assets$7.664BTotal holdings2902
Assets growth rate5.08%Assets growth rate (2-Q avg)3.92%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Blue Trust, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2902 positions.

Assets under management

The assets under management (AUM) of Blue Trust, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.664B in assets, with a quarterly growth rate of 5.08% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Yinka Akinsola, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VNQVanguard Index Fds
Recent Activity
Decreased -3.34%
0.2%
$14.917M
178,092 shares@ $83.76 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 12.12%
0.19%
$14.093M
122,416 shares@ $115.12 avg price
TPLTexas Pacific Land Corporati
Recent Activity
Increased 13.86%
0.19%
$14.08M
19,176 shares@ $734.27 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 32.54%
0.18%
$13.555M
33,321 shares@ $406.8 avg price
SGOLEtfs Gold Tr
Recent Activity
Decreased -5.79%
0.18%
$13.486M
606,950 shares@ $22.23 avg price
IVEIshares Tr
Recent Activity
Increased 2.15%
0.18%
$13.097M
71,958 shares@ $182.01 avg price
HCAHca Healthcare Inc
Recent Activity
Increased 1.12%
0.18%
$13.076M
40,700 shares@ $321.29 avg price
PGProcter And Gamble Co
Recent Activity
Increased 20.76%
0.17%
$12.553M
76,118 shares@ $164.92 avg price
VPLVanguard Intl Equity Index F
Recent Activity
Increased 1.99%
0.17%
$12.344M
166,400 shares@ $74.18 avg price
METAMeta Platforms Inc
Recent Activity
Increased 81.73%
0.16%
$11.925M
23,650 shares@ $504.24 avg price