WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,516 positions
NVIDIA CORPORATION | 3.8M | $472.8M | 6.7% | $8.39 | +1368.52% | 22 qtrssince 2019-Q1 | Increased 98 |
MICROSOFT CORP | 887,773 | $396.8M | 5.6% | $152.67 | +187.69% | 22 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 1.7M | $363.5M | 5.2% | $64.08 | +225.56% | 22 qtrssince 2019-Q1 | Increased 63 |
ALPHABET INC | 1.4M | $254.2M | 3.6% | $74.22 | +145.08% | 22 qtrssince 2019-Q1 | Increased 59 |
STATE STR SPDR S&P 500 ETF T | 436,843 | $237.7M | 3.4% | $253.60 | +109.12% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 404,238 | $221.2M | 3.1% | $305.87 | +73.90% | 22 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1M | $200.6M | 2.8% | $103.60 | +86.54% | 22 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 637,011 | $128.8M | 1.8% | $90.28 | +113.82% | 22 qtrssince 2019-Q1 | Increased 48 |
VISA INC | 455,436 | $119.5M | 1.7% | $160.35 | +60.93% | 22 qtrssince 2019-Q1 | Increased 48 |
BROADCOM INC | 65,875 | $105.8M | 1.5% | $43.84 | +258.80% | 22 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 1.7M | $98.3M | 1.4% | $41.39 | +37.23% | 22 qtrssince 2019-Q1 | Increased 49 |
META PLATFORMS INC | 183,405 | $92.5M | 1.3% | $298.23 | +67.81% | 14 qtrssince 2021-Q1 | Increased 48 |
ELI LILLY & CO | 98,642 | $89.3M | 1.3% | $514.80 | +73.20% | 22 qtrssince 2019-Q1 | Increased 60 |
APPLIED MATLS INC | 372,532 | $87.9M | 1.2% | $125.31 | +85.21% | 22 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 201,898 | $82.1M | 1.2% | $228.09 | +78.35% | 22 qtrssince 2019-Q1 | Increased 49 |
EATON CORP PLC | 248,278 | $77.8M | 1.1% | $94.60 | +226.13% | 22 qtrssince 2019-Q1 | Increased 48 |
STATE STR SPDR S&P MIDCAP 40 | 139,504 | $74.6M | 1.1% | $324.48 | +60.70% | 22 qtrssince 2019-Q1 | Increased 47 |
VANGUARD TAX-MANAGED FDS | 1.4M | $70.8M | 1.0% | $36.15 | +28.61% | 22 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 609,159 | $65M | 0.9% | $82.11 | +25.18% | 22 qtrssince 2019-Q1 | Increased 44 |
TJX COS INC NEW | 565,415 | $62.3M | 0.9% | $52.60 | +103.51% | 22 qtrssince 2019-Q1 | Increased 42 |
WHITTIER TRUST CO manages $7B across 1516 positions as of Q2 2024. Top holdings: NVDA (6.7%), MSFT (5.6%), AAPL (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 100 new positions, 93 exits, 376 increased. Top move: NVDA (INCREASED, conviction 98). Portfolio: $7.0B across 1516 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
Verify source filings on SEC EDGAR