WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,509 positions
Microsoft Corp. | 849,265 | $357.3M | 5.2% | $139.68 | +195.46% | 21 qtrssince 2019-Q1 | Increased 62 |
NVIDIA Corp. | 381,063 | $344.3M | 5.0% | $7.90 | +1040.96% | 21 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.7M | $283.8M | 4.1% | $57.86 | +193.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 454,166 | $237.6M | 3.5% | $253.60 | +100.34% | 21 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 410,098 | $215.6M | 3.1% | $305.87 | +66.57% | 21 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.3M | $202.2M | 2.9% | $69.55 | +116.88% | 21 qtrssince 2019-Q1 | Increased 53 |
Amazon.com, Inc. | 1M | $182.2M | 2.7% | $101.13 | +78.37% | 21 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 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% | $89.16 | +113.15% | 21 qtrssince 2019-Q1 | Increased 48 |
Visa Inc | 446,165 | $124.5M | 1.8% | $158.32 | +72.99% | 21 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P MID-CAP ETF | 1.6M | $98.4M | 1.4% | $40.83 | +44.01% | 21 qtrssince 2019-Q1 | Increased 76 |
Meta Platforms Inc | 178,130 | $86.5M | 1.3% | $292.24 | +64.76% | 13 qtrssince 2021-Q1 | Increased 48 |
Broadcom Inc | 64,795 | $85.9M | 1.3% | $41.95 | +208.58% | 21 qtrssince 2019-Q1 | Increased 50 |
Berkshire Hathaway Inc. | 193,906 | $81.5M | 1.2% | $220.72 | +90.52% | 21 qtrssince 2019-Q1 | Increased 48 |
APPLIED MATLS 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 UTSER1 S&PDCRP | 139,144 | $77.4M | 1.1% | $323.97 | +66.74% | 21 qtrssince 2019-Q1 | Decreased 0 |
Eaton Corporation PLC | 242,398 | $75.8M | 1.1% | $89.41 | +243.07% | 21 qtrssince 2019-Q1 | Increased 48 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 1.4M | $68.7M | 1.0% | $35.67 | +31.10% | 21 qtrssince 2019-Q1 | Increased 47 |
Merck & Co., Inc | 492,945 | $65M | 0.9% | $70.30 | +73.62% | 21 qtrssince 2019-Q1 | Increased 46 |
ISHARES CORE S&P SMALL CAP ETF | 582,706 | $64.4M | 0.9% | $81.17 | +30.74% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 82 new positions, 78 exits, 332 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
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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
Verify source filings on SEC EDGAR