WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2020
Top Holdings1,543 positions
STATE STR SPDR S&P 500 ETF T | 640,386 | $165.1M | 5.4% | $252.02 | -6.46% | 5 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 731,741 | $115.4M | 3.8% | $111.39 | +33.95% | 5 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 399,409 | $101.6M | 3.3% | $45.55 | +34.66% | 5 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 280 | $76.2M | 2.5% | $301,215.00 | -9.03% | 5 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 38,971 | $76M | 2.5% | $89.37 | +9.08% | 5 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 277,588 | $71.7M | 2.3% | $259.02 | -9.07% | 5 qtrssince 2019-Q1 | Increased 57 |
VISA INC | 408,833 | $65.9M | 2.2% | $149.13 | +3.08% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 51,611 | $60M | 2.0% | $58.29 | -1.20% | 5 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 595,977 | $53.7M | 1.8% | $83.64 | -9.47% | 5 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 374,496 | $49.1M | 1.6% | $113.67 | -3.49% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 426,344 | $48.8M | 1.6% | $139.73 | -24.27% | 5 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P MIDCAP 40 | 178,604 | $47M | 1.5% | $315.73 | -22.79% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 1.1M | $44.9M | 1.5% | $40.23 | -15.53% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 275,845 | $39.7M | 1.3% | $33.65 | -21.98% | 5 qtrssince 2019-Q1 | Increased 50 |
PEPSICO INC | 273,662 | $32.9M | 1.1% | $97.34 | +0.39% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 978,634 | $32.6M | 1.1% | $33.09 | -16.64% | 5 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 379,775 | $31.4M | 1.0% | $75.44 | -1.16% | 5 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 270,949 | $29.8M | 1.0% | $87.42 | +6.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 295,431 | $28.5M | 0.9% | $108.11 | -13.36% | 5 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORPORATION | 171,136 | $28.5M | 0.9% | $182.50 | -14.84% | 5 qtrssince 2019-Q1 | Increased 40 |
WHITTIER TRUST CO manages $3.1B across 1543 positions as of Q1 2020. Top holdings: SPY (5.4%), MSFT (3.8%), AAPL (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 108 new positions, 133 exits, 392 increased. Top move: SPY (INCREASED, conviction 63). Portfolio: $3.1B across 1543 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR