WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2020
Top Holdings1,442 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 585,819 | $180.6M | 5.0% | $254.23 | +10.87% | 6 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 739,320 | $150.5M | 4.2% | $112.86 | +67.87% | 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% | $91.54 | +46.41% | 6 qtrssince 2019-Q1 | Increased 58 |
VISA INC-CLASS A SHARES | 429,246 | $82.9M | 2.3% | $150.82 | +22.41% | 6 qtrssince 2019-Q1 | Increased 54 |
ISHARES CORE S&P 500 ETF | 261,152 | $80.9M | 2.2% | $261.31 | +7.95% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 54,649 | $77.3M | 2.1% | $59.00 | +17.34% | 6 qtrssince 2019-Q1 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL A | 258 | $69M | 1.9% | $301,215.00 | -11.95% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 400,536 | $57.3M | 1.6% | $140.67 | -6.30% | 6 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 167,982 | $54.5M | 1.5% | $318.05 | -5.54% | 6 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 384,700 | $54.1M | 1.5% | $115.56 | +2.99% | 6 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 567,541 | $53.4M | 1.5% | $84.43 | -5.50% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 237,390 | $42.2M | 1.2% | $33.92 | -4.46% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE ALL-WORLD EX-U | 865,932 | $41.2M | 1.1% | $40.57 | -1.21% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 998,809 | $38.7M | 1.1% | $33.36 | -2.37% | 6 qtrssince 2019-Q1 | Increased 47 |
NIKE INC -CL B | 391,416 | $38.4M | 1.1% | $77.75 | +14.34% | 6 qtrssince 2019-Q1 | Increased 47 |
NVIDIA CORP | 96,589 | $36.7M | 1.0% | $4.83 | +89.89% | 6 qtrssince 2019-Q1 | Increased 52 |
PEPSICO INC | 262,101 | $34.7M | 1.0% | $100.30 | +10.43% | 6 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 378,927 | $34.6M | 1.0% | $71.45 | +13.96% | 6 qtrssince 2019-Q1 | Increased 47 |
PROCTER & GAMBLE CO/THE | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
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