WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,604 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $278.1M | 5.1% | $100.24 | +61.87% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 817,006 | $235.5M | 4.3% | $125.55 | +121.51% | 17 qtrssince 2019-Q1 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 482,335 | $197.5M | 3.6% | $255.46 | +52.48% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 415,476 | $170.8M | 3.1% | $307.81 | +26.79% | 17 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL C | 1.3M | $136.1M | 2.5% | $95.89 | +4.88% | 17 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 446,647 | $124.1M | 2.3% | $17.11 | +59.90% | 17 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL A | 259 | $120.6M | 2.2% | $306,788.31 | +50.52% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 428,199 | $107.1M | 2.0% | $40.38 | +17.10% | 17 qtrssince 2019-Q1 | Increased 48 |
AMAZON.COM INC | 1M | $104.1M | 1.9% | $108.17 | -5.70% | 17 qtrssince 2019-Q1 | Increased 51 |
VISA INC-CLASS A SHARES | 450,859 | $101.7M | 1.9% | $155.48 | +41.20% | 17 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 629,405 | $82M | 1.5% | $88.57 | +35.39% | 17 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 735,220 | $71.1M | 1.3% | $80.43 | +12.67% | 17 qtrssince 2019-Q1 | Increased 49 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 152,873 | $70.1M | 1.3% | $326.30 | +33.38% | 17 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 382,901 | $62.5M | 1.1% | $98.09 | +45.18% | 17 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 397,566 | $61.6M | 1.1% | $117.53 | +20.02% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 1.3M | $60.5M | 1.1% | $35.44 | +15.26% | 17 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 194,956 | $60.2M | 1.1% | $214.08 | +42.51% | 17 qtrssince 2019-Q1 | Increased 47 |
NIKE INC -CL B | 446,105 | $54.7M | 1.0% | $84.80 | +34.69% | 17 qtrssince 2019-Q1 | Increased 42 |
ISHARES RUSSELL 2000 ETF ETF | 305,336 | $54.5M | 1.0% | $146.37 | +15.68% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 412,690 | $50.7M | 0.9% | $125.14 | -4.47% | 17 qtrssince 2019-Q1 | Increased 41 |
WHITTIER TRUST CO manages $5.5B across 1604 positions as of Q1 2023. Top holdings: AAPL (5.1%), MSFT (4.3%), SPY (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 33 new positions, 51 exits, 363 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $5.5B across 1604 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