WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2019
Top Holdings1,406 positions
STATE STR SPDR S&P 500 ETF T | 627,514 | $183.9M | 5.4% | $253.19 | +4.23% | 2 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 708,746 | $94.9M | 2.8% | $110.30 | +13.83% | 2 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 283 | $90.1M | 2.6% | $301,215.00 | +5.69% | 2 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 396,655 | $78.5M | 2.3% | $45.25 | +4.54% | 2 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INTL EQUITY INDEX F | 1.4M | $73.4M | 2.2% | $40.23 | +2.87% | 2 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 400,844 | $69.6M | 2.0% | $148.45 | +11.04% | 2 qtrssince 2019-Q1 | Increased 52 |
AMAZON COM INC | 36,678 | $69.5M | 2.0% | $89.14 | +6.21% | 2 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 586,435 | $65.6M | 1.9% | $82.80 | +11.15% | 2 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 419,765 | $65.3M | 1.9% | $139.48 | +1.93% | 2 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P MIDCAP 40 | 180,525 | $64M | 1.9% | $315.34 | +2.99% | 2 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC | 48,656 | $52.6M | 1.5% | $58.02 | -7.73% | 2 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 177,391 | $52.3M | 1.5% | $254.04 | +3.92% | 2 qtrssince 2019-Q1 | Increased 50 |
JOHNSON & JOHNSON | 372,832 | $51.9M | 1.5% | $113.77 | +0.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
BOEING CO | 137,446 | $50M | 1.5% | $372.23 | -3.95% | 2 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 206,695 | $40.2M | 1.2% | $33.95 | +2.87% | 2 qtrssince 2019-Q1 | Increased 49 |
DISNEY WALT CO | 282,973 | $39.5M | 1.2% | $106.88 | +25.14% | 2 qtrssince 2019-Q1 | Increased 47 |
VANGUARD TAX-MANAGED FDS | 895,879 | $37.4M | 1.1% | $32.74 | +3.19% | 2 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 277,277 | $36.4M | 1.1% | $97.05 | +7.70% | 2 qtrssince 2019-Q1 | Increased 46 |
CHEVRON CORPORATION | 285,372 | $35.5M | 1.0% | $89.78 | +2.02% | 2 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 202,764 | $35.4M | 1.0% | $135.00 | +10.20% | 2 qtrssince 2019-Q1 | Increased 46 |
WHITTIER TRUST CO manages $3.4B across 1406 positions as of Q2 2019. Top holdings: SPY (5.4%), MSFT (2.8%), BRK/A (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 53 new positions, 118 exits, 233 increased. Top move: MSFT (INCREASED, conviction 52). Portfolio: $3.4B across 1406 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