WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,509 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 849,265 | $357.3M | 5.2% | $140.45 | +195.70% | 21 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORP | 381,063 | $344.3M | 5.0% | $17.83 | +406.59% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $283.8M | 4.1% | $101.19 | +67.64% | 21 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 454,166 | $237.6M | 3.5% | $255.82 | +100.16% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 410,098 | $215.6M | 3.1% | $309.38 | +66.04% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.3M | $202.2M | 2.9% | $97.28 | +55.35% | 21 qtrssince 2019-Q1 | Increased 53 |
AMAZON.COM INC | 1M | $182.2M | 2.7% | $108.73 | +65.90% | 21 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL A | 255 | $161.8M | 2.4% | $306,788.31 | +106.80% | 21 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 630,167 | $126.2M | 1.8% | $90.06 | +113.07% | 21 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 446,165 | $124.5M | 1.8% | $158.32 | +72.99% | 21 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P MIDCAP ETF | 1.6M | $98.4M | 1.4% | $55.65 | +6.48% | 21 qtrssince 2019-Q1 | Increased 76 |
META PLATFORMS INC-CLASS A | 178,130 | $86.5M | 1.3% | $287.79 | +67.73% | 13 qtrssince 2021-Q1 | Increased 48 |
BROADCOM INC | 64,795 | $85.9M | 1.3% | $42.11 | +209.13% | 21 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 193,906 | $81.5M | 1.2% | $220.70 | +90.54% | 21 qtrssince 2019-Q1 | Increased 48 |
APPLIED MATERIALS INC | 386,918 | $79.8M | 1.2% | $125.31 | +61.55% | 21 qtrssince 2019-Q1 | Increased 47 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 139,144 | $77.4M | 1.1% | $326.30 | +66.77% | 21 qtrssince 2019-Q1 | Decreased 0 |
EATON CORP PLC | 242,398 | $75.8M | 1.1% | $89.41 | +243.07% | 21 qtrssince 2019-Q1 | Increased 48 |
VANGUARD FTSE DEVELOPED ETF | 1.4M | $68.7M | 1.0% | $36.03 | +31.02% | 21 qtrssince 2019-Q1 | Increased 47 |
MERCK & CO. INC. | 492,945 | $65M | 0.9% | $71.61 | +73.97% | 21 qtrssince 2019-Q1 | Increased 46 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 582,706 | $64.4M | 0.9% | $81.86 | +30.71% | 21 qtrssince 2019-Q1 | Increased 44 |
WHITTIER TRUST CO manages $6.9B across 1509 positions as of Q1 2024. Top holdings: MSFT (5.2%), NVDA (5.0%), AAPL (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 81 new positions, 77 exits, 333 increased. Top move: IJH (INCREASED, conviction 76). Portfolio: $6.9B across 1509 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer