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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
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 115.2%
0.08%
$5.376M
93,201 shares@ $57.68 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 48.99%
0.07%
$5.311M
10,429 shares@ $509.28 avg price
BACBank America Corp
Recent Activity
Increased 33.51%
0.07%
$5.24M
131,769 shares@ $39.78 avg price
TSLATesla Inc
Recent Activity
Increased 32.38%
0.07%
$5.225M
26,404 shares@ $197.89 avg price
GOOGAlphabet Inc
Recent Activity
Increased 37.11%
0.07%
$5.187M
28,280 shares@ $183.42 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.65%
0.07%
$4.914M
22,856 shares@ $215.01 avg price
MAMastercard Incorporated
Recent Activity
Increased 89.61%
0.07%
$4.787M
10,851 shares@ $441.17 avg price
MCDMcdonalds Corp
Recent Activity
Increased 34.12%
0.07%
$4.729M
18,558 shares@ $254.84 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 0.91%
0.07%
$4.644M
88,972 shares@ $52.2 avg price
ADBEAdobe Inc
Recent Activity
Increased 29.94%
0.06%
$4.306M
7,752 shares@ $555.51 avg price