WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,534 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 560,311 | $222.1M | 4.3% | $254.32 | +45.36% | 9 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $208.1M | 4.0% | $97.05 | +22.37% | 9 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 788,813 | $186M | 3.6% | $119.19 | +87.08% | 9 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 44,601 | $138M | 2.7% | $96.68 | +58.01% | 9 qtrssince 2019-Q1 | Increased 55 |
ISHARES CORE S&P 500 ETF | 316,901 | $126.1M | 2.4% | $279.22 | +32.59% | 9 qtrssince 2019-Q1 | Increased 60 |
EMERSON ELECTRIC CO | 1.4M | $124.8M | 2.4% | $58.13 | +41.62% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 58,438 | $120.9M | 2.3% | $61.20 | +66.70% | 9 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL A | 259 | $99.9M | 1.9% | $301,327.89 | +29.55% | 9 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 441,391 | $93.5M | 1.8% | $153.11 | +32.78% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 597,791 | $91M | 1.8% | $86.41 | +57.44% | 9 qtrssince 2019-Q1 | Increased 48 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 164,359 | $78.2M | 1.5% | $318.01 | +41.34% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 342,858 | $75.8M | 1.5% | $143.78 | +42.85% | 9 qtrssince 2019-Q1 | Increased 49 |
ISHARES CORE S&P MIDCAP ETF | 274,513 | $71.4M | 1.4% | $35.74 | +35.75% | 9 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 398,200 | $65.4M | 1.3% | $116.42 | +23.74% | 9 qtrssince 2019-Q1 | Increased 48 |
WALT DISNEY CO/THE | 324,913 | $60M | 1.2% | $112.32 | +61.38% | 9 qtrssince 2019-Q1 | Increased 47 |
NIKE INC -CL B | 430,308 | $57.2M | 1.1% | $82.08 | +51.15% | 9 qtrssince 2019-Q1 | Increased 49 |
NVIDIA CORP | 105,194 | $56.2M | 1.1% | $5.85 | +119.53% | 9 qtrssince 2019-Q1 | Increased 46 |
VANGUARD FTSE DEVELOPED ETF | 1.1M | $54.3M | 1.1% | $34.19 | +23.18% | 9 qtrssince 2019-Q1 | Increased 50 |
HONEYWELL INTL INC | 248,718 | $54M | 1.0% | $135.67 | +37.42% | 9 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 447,202 | $48.5M | 0.9% | $69.65 | +43.73% | 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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 152 new positions, 35 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
Best and worst performing positions by estimated return
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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