WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,725 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $298.8M | 5.0% | $99.72 | +71.26% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 791,958 | $244.2M | 4.1% | $121.43 | +150.60% | 13 qtrssince 2019-Q1 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 518,390 | $234.1M | 3.9% | $255.46 | +70.37% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 61,066 | $170.6M | 2.9% | $65.01 | +117.78% | 13 qtrssince 2019-Q1 | Increased 53 |
ISHARES CORE S&P 500 ETF | 371,685 | $168.6M | 2.8% | $302.19 | +44.35% | 13 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 46,191 | $150.6M | 2.5% | $99.71 | +66.79% | 13 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL A | 267 | $141.2M | 2.4% | $306,411.28 | +75.07% | 13 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 428,422 | $116.9M | 2.0% | $17.00 | +62.57% | 13 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 437,576 | $97M | 1.6% | $153.58 | +39.50% | 13 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P MIDCAP ETF | 352,058 | $94.5M | 1.6% | $39.14 | +31.46% | 13 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 612,434 | $83.5M | 1.4% | $87.97 | +44.04% | 13 qtrssince 2019-Q1 | Increased 47 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 160,917 | $78.9M | 1.3% | $320.56 | +47.95% | 13 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 406,333 | $72M | 1.2% | $117.35 | +37.00% | 13 qtrssince 2019-Q1 | Increased 47 |
ISHARES RUSSELL 2000 ETF ETF | 347,795 | $71.4M | 1.2% | $146.30 | +34.88% | 13 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 186,961 | $66M | 1.1% | $210.79 | +69.65% | 13 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 590,091 | $63.7M | 1.1% | $78.20 | +30.99% | 13 qtrssince 2019-Q1 | Increased 50 |
VANGUARD FTSE DEVELOPED ETF | 1.2M | $59.5M | 1.0% | $35.18 | +22.08% | 13 qtrssince 2019-Q1 | Increased 51 |
NIKE INC -CL B | 436,715 | $58.8M | 1.0% | $84.46 | +54.24% | 13 qtrssince 2019-Q1 | Increased 43 |
APPLIED MATERIALS INC | 420,494 | $55.4M | 0.9% | $125.40 | +1.30% | 13 qtrssince 2019-Q1 | Increased 67 |
CHEVRON CORP | 313,091 | $51M | 0.9% | $91.96 | +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: Steady Compounder. HoldingsIntel Rating: 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
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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