WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,713 positions
APPLE INC | 1.7M | $235.1M | 4.7% | $55.57 | +140.98% | 14 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 788,397 | $202.5M | 4.1% | $120.90 | +105.14% | 14 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 508,637 | $191.9M | 3.9% | $253.24 | +40.86% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 377,265 | $143M | 2.9% | $300.01 | +19.03% | 14 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC | 62,152 | $136M | 2.7% | $65.66 | +65.01% | 14 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC DEL | 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% | $99.96 | +6.25% | 14 qtrssince 2019-Q1 | Increased 83 |
VISA INC | 429,766 | $84.6M | 1.7% | $153.58 | +24.09% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 351,095 | $79.4M | 1.6% | $38.73 | +9.86% | 14 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 404,953 | $71.9M | 1.5% | $115.52 | +36.24% | 14 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 614,232 | $69.2M | 1.4% | $87.15 | +16.25% | 14 qtrssince 2019-Q1 | Increased 47 |
STATE STR SPDR S&P MIDCAP 40 | 159,101 | $65.8M | 1.3% | $318.28 | +23.30% | 14 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 427,284 | $64.8M | 1.3% | $6.35 | +137.97% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 342,338 | $58M | 1.2% | $145.41 | +10.33% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 582,558 | $53.8M | 1.1% | $77.45 | +11.52% | 14 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 187,271 | $51.1M | 1.0% | $210.88 | +29.47% | 14 qtrssince 2019-Q1 | Increased 46 |
VANGUARD TAX-MANAGED FDS | 1.2M | $50.6M | 1.0% | $34.80 | +3.61% | 14 qtrssince 2019-Q1 | Increased 46 |
ELEVANCE HEALTH INC FORMERLY | 101,385 | $48.9M | 1.0% | $267.35 | +69.16% | 14 qtrssince 2019-Q1 | Increased 41 |
ISHARES INC | 927,123 | $45.5M | 0.9% | $46.51 | -4.43% | 14 qtrssince 2019-Q1 | Increased 42 |
CHEVRON CORPORATION | 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: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 90 new positions, 102 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
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