WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2021
Top Holdings1,528 positions
STATE STR SPDR S&P 500 ETF T | 545,113 | $233.3M | 4.2% | $252.12 | +58.30% | 10 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $231.8M | 4.1% | $50.91 | +161.99% | 10 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 789,306 | $213.8M | 3.8% | $118.80 | +118.43% | 10 qtrssince 2019-Q1 | Increased 56 |
AMAZON COM INC | 44,455 | $152.9M | 2.7% | $96.95 | +77.41% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 59,733 | $149.7M | 2.7% | $62.53 | +98.52% | 10 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 322,743 | $138.8M | 2.5% | $279.31 | +43.04% | 10 qtrssince 2019-Q1 | Increased 53 |
EMERSON ELEC CO | 1.4M | $133.2M | 2.4% | $58.06 | +49.42% | 10 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 259 | $108.4M | 1.9% | $301,327.89 | +38.39% | 10 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC | 442,398 | $103.4M | 1.8% | $153.27 | +46.68% | 10 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 604,520 | $94M | 1.7% | $86.13 | +58.44% | 10 qtrssince 2019-Q1 | Increased 47 |
NVIDIA CORPORATION | 106,119 | $84.9M | 1.5% | $6.00 | +232.11% | 10 qtrssince 2019-Q1 | Increased 47 |
STATE STR SPDR S&P MIDCAP 40 | 167,281 | $82.1M | 1.5% | $318.28 | +44.74% | 10 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 351,932 | $80.7M | 1.4% | $144.79 | +48.47% | 10 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 290,361 | $78M | 1.4% | $36.25 | +37.57% | 10 qtrssince 2019-Q1 | Increased 50 |
JOHNSON & JOHNSON | 400,033 | $65.9M | 1.2% | $114.76 | +24.10% | 10 qtrssince 2019-Q1 | Increased 47 |
NIKE INC | 426,119 | $65.8M | 1.2% | $80.02 | +75.86% | 10 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 166,993 | $58.1M | 1.0% | $293.02 | +17.54% | 2 qtrssince 2021-Q1 | Increased 48 |
DISNEY WALT CO | 330,111 | $58M | 1.0% | $112.39 | +51.63% | 10 qtrssince 2019-Q1 | Increased 47 |
VANGUARD TAX-MANAGED FDS | 1.1M | $57.6M | 1.0% | $34.00 | +29.44% | 10 qtrssince 2019-Q1 | Increased 47 |
HONEYWELL INTL INC | 256,131 | $56.2M | 1.0% | $142.03 | +37.20% | 10 qtrssince 2019-Q1 | Increased 48 |
WHITTIER TRUST CO manages $5.6B across 1528 positions as of Q2 2021. Top holdings: SPY (4.2%), AAPL (4.1%), MSFT (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 69 new positions, 75 exits, 290 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $5.6B across 1528 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