WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,725 positions
APPLE | 1.7M | $298.8M | 5.0% | $55.19 | +209.44% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT | 791,958 | $244.2M | 4.1% | $120.90 | +145.69% | 13 qtrssince 2019-Q1 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 518,390 | $234.1M | 3.9% | $253.24 | +67.91% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET - CLASS C | 61,066 | $170.6M | 2.9% | $64.90 | +113.16% | 13 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 371,685 | $168.6M | 2.8% | $299.15 | +42.40% | 13 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM | 46,191 | $150.6M | 2.5% | $99.85 | +63.24% | 13 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY A | 267 | $141.2M | 2.4% | — | — | 13 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA | 428,422 | $116.9M | 2.0% | $6.35 | +328.25% | 13 qtrssince 2019-Q1 | Increased 48 |
VISA - CLASS A | 437,576 | $97M | 1.6% | $153.58 | +39.50% | 13 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 352,058 | $94.5M | 1.6% | $38.73 | +29.91% | 13 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 612,434 | $83.5M | 1.4% | $86.67 | +39.76% | 13 qtrssince 2019-Q1 | Increased 47 |
STATE STR SPDR S&P MIDCAP 40 | 160,917 | $78.9M | 1.3% | $318.28 | +45.74% | 13 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 406,333 | $72M | 1.2% | $115.52 | +35.16% | 13 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 347,795 | $71.4M | 1.2% | $145.41 | +33.37% | 13 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY B | 186,961 | $66M | 1.1% | $210.78 | +67.43% | 13 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 590,091 | $63.7M | 1.1% | $77.45 | +29.80% | 13 qtrssince 2019-Q1 | Increased 50 |
VANGUARD TAX-MANAGED FDS | 1.2M | $59.5M | 1.0% | $34.80 | +20.39% | 13 qtrssince 2019-Q1 | Increased 51 |
NIKE | 436,715 | $58.8M | 1.0% | $82.25 | +49.89% | 13 qtrssince 2019-Q1 | Increased 43 |
APPLIED MATERIALS | 420,494 | $55.4M | 0.9% | $125.27 | +1.30% | 13 qtrssince 2019-Q1 | Increased 67 |
CHEVRON CORPORATION | 313,091 | $51M | 0.9% | $91.17 | +49.41% | 13 qtrssince 2019-Q1 | Increased 44 |
WHITTIER TRUST CO manages $5.9B across 1725 positions as of Q1 2022. Top holdings: AAPL (5.0%), MSFT (4.1%), SPY (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 186 new positions, 55 exits, 502 increased. Top move: AMAT (INCREASED, conviction 67). Portfolio: $5.9B across 1725 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
Verify source filings on SEC EDGAR