WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,713 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $235.1M | 4.7% | $99.89 | +34.07% | 14 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 788,397 | $202.5M | 4.1% | $121.43 | +108.29% | 14 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 508,637 | $191.9M | 3.9% | $255.46 | +41.88% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 377,265 | $143M | 2.9% | $303.09 | +19.79% | 14 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL C | 62,152 | $136M | 2.7% | $65.82 | +69.28% | 14 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL A | 265 | $108.4M | 2.2% | $306,411.28 | +34.15% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 939,842 | $99.8M | 2.0% | $108.47 | +0.42% | 14 qtrssince 2019-Q1 | Increased 83 |
VISA INC-CLASS A SHARES | 429,766 | $84.6M | 1.7% | $153.58 | +24.09% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 351,095 | $79.4M | 1.6% | $39.14 | +10.59% | 14 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 404,953 | $71.9M | 1.5% | $117.35 | +35.88% | 14 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 614,232 | $69.2M | 1.4% | $88.02 | +18.98% | 14 qtrssince 2019-Q1 | Increased 47 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 159,101 | $65.8M | 1.3% | $320.56 | +24.58% | 14 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 427,284 | $64.8M | 1.3% | $17.00 | -8.72% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 342,338 | $58M | 1.2% | $146.30 | +11.26% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 582,558 | $53.8M | 1.1% | $78.20 | +11.83% | 14 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 187,271 | $51.1M | 1.0% | $210.89 | +29.68% | 14 qtrssince 2019-Q1 | Increased 46 |
VANGUARD FTSE DEVELOPED ETF | 1.2M | $50.6M | 1.0% | $35.18 | +4.02% | 14 qtrssince 2019-Q1 | Increased 46 |
ANTHEM INC | 101,385 | $48.9M | 1.0% | $271.20 | +70.25% | 14 qtrssince 2019-Q1 | Increased 41 |
ISHARES CORE MSCI EMERGING | 927,123 | $45.5M | 0.9% | $46.51 | -4.43% | 14 qtrssince 2019-Q1 | Increased 42 |
CHEVRON CORP | 312,191 | $45.2M | 0.9% | $91.96 | +33.94% | 14 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $5B across 1713 positions as of Q2 2022. Top holdings: AAPL (4.7%), MSFT (4.1%), SPY (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 89 new positions, 101 exits, 464 increased. Top move: AMZN (INCREASED, conviction 83). Portfolio: $5.0B across 1713 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