WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,561 positions
Apple Inc. | 1.6M | $318.1M | 5.5% | $56.36 | +239.10% | 18 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 800,860 | $272.7M | 4.7% | $124.88 | +165.88% | 18 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 469,514 | $208.1M | 3.6% | $253.24 | +68.22% | 18 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 413,855 | $184.5M | 3.2% | $304.30 | +40.29% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 383,753 | $162.3M | 2.8% | $6.92 | +509.38% | 18 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.3M | $155.5M | 2.7% | $67.24 | +78.22% | 18 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 256 | $132.6M | 2.3% | $306,788.31 | +66.98% | 18 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 989,239 | $129M | 2.2% | $100.40 | +29.84% | 18 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 431,849 | $102.6M | 1.8% | $155.48 | +49.01% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 356,497 | $93.2M | 1.6% | $39.99 | +25.13% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 615,217 | $89.5M | 1.6% | $87.69 | +54.21% | 18 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRP | 146,934 | $70.4M | 1.2% | $323.97 | +42.24% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 675,096 | $67.3M | 1.2% | $79.75 | +18.72% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 1.4M | $64.6M | 1.1% | $35.35 | +18.68% | 18 qtrssince 2019-Q1 | Increased 49 |
Berkshire Hathaway Inc. | 186,414 | $63.6M | 1.1% | $214.10 | +59.27% | 18 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 373,708 | $61.9M | 1.1% | $115.71 | +30.41% | 18 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 404,640 | $58.5M | 1.0% | $125.14 | +12.71% | 18 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp. | 359,103 | $56.5M | 1.0% | $98.09 | +41.38% | 18 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust RUSSELL 2000 ETF | 289,548 | $54.2M | 0.9% | $145.48 | +23.93% | 18 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 255,102 | $52.9M | 0.9% | $145.50 | +31.77% | 18 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $5.8B across 1561 positions as of Q2 2023. Top holdings: AAPL (5.5%), MSFT (4.7%), SPY (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 28 new positions, 71 exits, 158 increased. Top move: VEA (INCREASED, conviction 49). Portfolio: $5.8B across 1561 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