WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2019
Top Holdings1,471 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 632,728 | $178.7M | 5.5% | $255.16 | 0.00% | 1 qtr | New 94 |
BERKSHIRE HATHAWAY INC-CL A | 299 | $90.1M | 2.8% | $301,215.00 | 0.00% | 1 qtr | New 77 |
MICROSOFT CORP | 700,808 | $82.7M | 2.5% | $110.82 | 0.00% | 1 qtr | New 77 |
APPLE INC | 391,549 | $74.4M | 2.3% | $45.22 | 0.00% | 1 qtr | New 77 |
VANGUARD FTSE ALL-WORLD EX-U | 1.5M | $73.6M | 2.3% | $40.57 | 0.00% | 1 qtr | New 77 |
ISHARES RUSSELL 2000 ETF ETF | 427,065 | $65.4M | 2.0% | $140.43 | 0.00% | 1 qtr | New 67 |
AMAZON.COM INC | 35,981 | $64.1M | 2.0% | $89.04 | 0.00% | 1 qtr | New 67 |
VISA INC-CLASS A SHARES | 393,046 | $61.4M | 1.9% | $148.12 | 0.00% | 1 qtr | New 67 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 177,119 | $61.2M | 1.9% | $317.48 | 0.00% | 1 qtr | New 67 |
JPMORGAN CHASE & CO | 580,093 | $58.7M | 1.8% | $83.49 | 0.00% | 1 qtr | New 67 |
ALPHABET INC-CL C | 47,695 | $56M | 1.7% | $58.23 | 0.00% | 1 qtr | New 67 |
JOHNSON & JOHNSON | 373,721 | $52.2M | 1.6% | $115.59 | 0.00% | 1 qtr | New 67 |
BOEING CO/THE | 135,087 | $51.5M | 1.6% | $372.49 | 0.00% | 1 qtr | New 67 |
ISHARES CORE S&P 500 ETF | 165,227 | $47M | 1.4% | $255.40 | 0.00% | 1 qtr | New 67 |
VANGUARD FTSE DEVELOPED ETF | 906,538 | $37M | 1.1% | $33.05 | 0.00% | 1 qtr | New 66 |
ISHARES CORE S&P MIDCAP ETF | 195,509 | $37M | 1.1% | $34.17 | 0.00% | 1 qtr | New 66 |
CHEVRON CORP | 286,847 | $35.3M | 1.1% | $89.78 | 0.00% | 1 qtr | New 66 |
3M CO | 163,900 | $34.1M | 1.0% | $135.09 | 0.00% | 1 qtr | New 66 |
PEPSICO INC | 274,611 | $33.7M | 1.0% | $99.93 | 0.00% | 1 qtr | New 66 |
STRYKER CORP | 168,195 | $33.2M | 1.0% | $183.87 | 0.00% | 1 qtr | New 66 |
WHITTIER TRUST CO manages $3.3B across 1471 positions as of Q1 2019. Top holdings: SPY (5.5%), BRK/A (2.8%), MSFT (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 1471 new positions, 0 exits, 0 increased. Top move: SPY (NEW, conviction 94). Portfolio: $3.3B across 1471 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer