Sign In
test

Steve Anderson

Whittier Trust Co

Assets Managed
$8.862B
Holdings
1343
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-4.03%(2Q avg: 0.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Whittier Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1343 positions.

Assets under management

The assets under management (AUM) of Whittier Trust Co 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 2026 - Q1, they manage 8.862B in assets, with a quarterly growth rate of -4.03% and a 2-quarter average growth rate of 0.54%. The portfolio is managed by Steve Anderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -17.87%
5.54%
$490.81M
2.763M shares@ $177.64 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.26%
5.02%
$444.783M
1.718M shares@ $258.86 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.8%
5.01%
$443.806M
1.491M shares@ $297.67 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.57%
4.11%
$363.372M
974,500 shares@ $372.89 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.27%
3.35%
$296.296M
1.392M shares@ $212.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.05%
3.26%
$288.703M
438,139 shares@ $658.94 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -6.09%
3.01%
$266.024M
401,934 shares@ $661.86 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 5.6%
2.98%
$263.976M
839,540 shares@ $314.43 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.26%
2.24%
$198.436M
671,640 shares@ $295.46 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 6.62%
1.67%
$147.576M
257,540 shares@ $573.03 avg price

1-10 of 1343