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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
EMXCIshares Inc
Recent Activity
Increased 0.72%
0.15%
$11.459M
193,559 shares@ $59.2 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 91.67%
0.15%
$11.275M
61,900 shares@ $182.16 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 75.94%
0.14%
$10.708M
61,608 shares@ $173.81 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 42.24%
0.14%
$10.628M
19,529 shares@ $544.23 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 53.72%
0.14%
$10.481M
51,818 shares@ $202.27 avg price
HDHome Depot Inc
Recent Activity
Decreased -6.96%
0.14%
$10.417M
30,263 shares@ $344.23 avg price
AVGOBroadcom Inc
Recent Activity
Increased 56.07%
0.14%
$10.284M
6,405 shares@ $1605.66 avg price
IYWIshares Tr
Recent Activity
Decreased -3.71%
0.14%
$10.203M
67,792 shares@ $150.5 avg price
IWFIshares Tr
Recent Activity
Increased 9%
0.13%
$9.878M
27,098 shares@ $364.52 avg price
IWDIshares Tr
Recent Activity
Increased 4.78%
0.12%
$8.677M
49,732 shares@ $174.48 avg price