WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,534 positions
State Street SPDR S&P 500 ETF | 560,311 | $222.1M | 4.3% | $252.12 | +46.08% | 9 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.7M | $208.1M | 4.0% | $50.91 | +133.27% | 9 qtrssince 2019-Q1 | Increased 57 |
Microsoft Corporation | 788,813 | $186M | 3.6% | $118.71 | +89.81% | 9 qtrssince 2019-Q1 | Increased 58 |
Amazon.com, Inc. | 44,601 | $138M | 2.7% | $96.95 | +59.57% | 9 qtrssince 2019-Q1 | Increased 55 |
iShares Core S&P 500 ETF | 316,901 | $126.1M | 2.4% | $277.09 | +33.04% | 9 qtrssince 2019-Q1 | Increased 60 |
Emerson Electric Co. | 1.4M | $124.8M | 2.4% | $58.05 | +39.34% | 9 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 58,438 | $120.9M | 2.3% | $61.17 | +67.51% | 9 qtrssince 2019-Q1 | Increased 53 |
Berkshire Hathaway Inc. | 259 | $99.9M | 1.9% | — | — | 9 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc. | 441,391 | $93.5M | 1.8% | $153.11 | +32.78% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 597,791 | $91M | 1.8% | $85.14 | +55.18% | 9 qtrssince 2019-Q1 | Increased 48 |
State Street SPDR S&P MIDCAP 400 ETF Trust | 164,359 | $78.2M | 1.5% | $315.74 | +41.46% | 9 qtrssince 2019-Q1 | Decreased 0 |
iShares Russell 2000 ETF | 342,858 | $75.8M | 1.5% | $142.93 | +44.66% | 9 qtrssince 2019-Q1 | Increased 49 |
iShares Core S&P Mid-Cap ETF | 274,513 | $71.4M | 1.4% | $35.46 | +35.83% | 9 qtrssince 2019-Q1 | Increased 53 |
Johnson & Johnson | 398,200 | $65.4M | 1.3% | $114.64 | +23.18% | 9 qtrssince 2019-Q1 | Increased 48 |
Walt Disney Company | 324,913 | $60M | 1.2% | $111.46 | +60.51% | 9 qtrssince 2019-Q1 | Increased 47 |
NIKE, Inc. | 430,308 | $57.2M | 1.1% | $80.02 | +50.97% | 9 qtrssince 2019-Q1 | Increased 49 |
NVIDIA Corporation | 105,194 | $56.2M | 1.1% | $5.87 | +126.19% | 9 qtrssince 2019-Q1 | Increased 46 |
Vanguard FTSE Developed Markets ETF | 1.1M | $54.3M | 1.1% | $33.88 | +22.82% | 9 qtrssince 2019-Q1 | Increased 50 |
HONEYWELL INTL INC | 248,718 | $54M | 1.0% | $140.45 | +36.72% | 9 qtrssince 2019-Q1 | Increased 50 |
iShares Core S&P Small Cap ETF | 447,202 | $48.5M | 0.9% | $69.15 | +44.11% | 9 qtrssince 2019-Q1 | Increased 46 |
WHITTIER TRUST CO manages $5.1B across 1534 positions as of Q1 2021. Top holdings: SPY (4.3%), AAPL (4.0%), MSFT (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 153 new positions, 36 exits, 418 increased. Top move: IVV (INCREASED, conviction 60). Portfolio: $5.1B across 1534 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