WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2020
Top Holdings1,442 positions
SPDR S&P 500 ETF TR | 585,819 | $180.6M | 5.0% | $252.02 | +12.40% | 6 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 739,320 | $150.5M | 4.2% | $112.22 | +72.04% | 6 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 392,871 | $143.3M | 4.0% | $45.55 | +93.71% | 6 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 40,952 | $113M | 3.1% | $91.72 | +50.40% | 6 qtrssince 2019-Q1 | Increased 58 |
VISA INC | 429,246 | $82.9M | 2.3% | $150.82 | +22.41% | 6 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 261,152 | $80.9M | 2.2% | $259.02 | +9.44% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 54,649 | $77.3M | 2.1% | $58.94 | +18.79% | 6 qtrssince 2019-Q1 | Increased 54 |
BERKSHIRE HATHAWAY INC DEL | 258 | $69M | 1.9% | $301,215.00 | -11.95% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 400,536 | $57.3M | 1.6% | $139.73 | -4.95% | 6 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P MIDCAP 400 ETF TR | 167,982 | $54.5M | 1.5% | $315.73 | -4.37% | 6 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 384,700 | $54.1M | 1.5% | $113.80 | +4.10% | 6 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 567,541 | $53.4M | 1.5% | $83.64 | -4.44% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 237,390 | $42.2M | 1.2% | $33.65 | -3.20% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 865,932 | $41.2M | 1.1% | $40.23 | -1.44% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 998,809 | $38.7M | 1.1% | $33.07 | -2.47% | 6 qtrssince 2019-Q1 | Increased 47 |
NIKE INC | 391,416 | $38.4M | 1.1% | $75.83 | +16.81% | 6 qtrssince 2019-Q1 | Increased 47 |
NVIDIA CORPORATION | 96,589 | $36.7M | 1.0% | $4.87 | +93.83% | 6 qtrssince 2019-Q1 | Increased 52 |
PEPSICO INC | 262,101 | $34.7M | 1.0% | $97.34 | +11.41% | 6 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABS | 378,927 | $34.6M | 1.0% | $71.45 | +13.96% | 6 qtrssince 2019-Q1 | Increased 47 |
PROCTER AND GAMBLE CO | 289,569 | $34.6M | 1.0% | $88.36 | +15.44% | 6 qtrssince 2019-Q1 | Increased 44 |
WHITTIER TRUST CO manages $3.6B across 1442 positions as of Q2 2020. Top holdings: SPY (5.0%), MSFT (4.2%), AAPL (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 44 new positions, 145 exits, 201 increased. Top move: AMZN (INCREASED, conviction 58). Portfolio: $3.6B across 1442 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
Verify source filings on SEC EDGAR