WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2020
Top Holdings1,543 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 640,386 | $165.1M | 5.4% | $254.23 | -5.13% | 5 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 731,741 | $115.4M | 3.8% | $112.07 | +36.12% | 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-CL A | 280 | $76.2M | 2.5% | $301,215.00 | -9.03% | 5 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 38,971 | $76M | 2.5% | $89.38 | +9.87% | 5 qtrssince 2019-Q1 | Increased 52 |
ISHARES CORE S&P 500 ETF | 277,588 | $71.7M | 2.3% | $261.31 | -7.73% | 5 qtrssince 2019-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 408,833 | $65.9M | 2.2% | $149.13 | +3.08% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 51,611 | $60M | 2.0% | $58.40 | -2.55% | 5 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 595,977 | $53.7M | 1.8% | $84.43 | -5.97% | 5 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 374,496 | $49.1M | 1.6% | $115.47 | -2.08% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 426,344 | $48.8M | 1.6% | $140.67 | -23.89% | 5 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 178,604 | $47M | 1.5% | $318.05 | -21.94% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE ALL-WORLD EX-U | 1.1M | $44.9M | 1.5% | $40.57 | -15.28% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 275,845 | $39.7M | 1.3% | $33.92 | -21.17% | 5 qtrssince 2019-Q1 | Increased 50 |
PEPSICO INC | 273,662 | $32.9M | 1.1% | $100.30 | +4.90% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 978,634 | $32.6M | 1.1% | $33.38 | -16.23% | 5 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 379,775 | $31.4M | 1.0% | $77.41 | +2.03% | 5 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 270,949 | $29.8M | 1.0% | $87.42 | +6.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 295,431 | $28.5M | 0.9% | $108.91 | -10.48% | 5 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 171,136 | $28.5M | 0.9% | $184.03 | -16.63% | 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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
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