WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2019
Top Holdings1,599 positions
STATE STR SPDR S&P 500 ETF T | 602,062 | $178.7M | 5.1% | $253.19 | +6.06% | 3 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 721,382 | $100.3M | 2.9% | $110.65 | +18.14% | 3 qtrssince 2019-Q1 | Increased 52 |
APPLE INC | 404,379 | $90.6M | 2.6% | $45.41 | +18.32% | 3 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 283 | $88.2M | 2.5% | $301,215.00 | +3.40% | 3 qtrssince 2019-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO. | 599,027 | $70.5M | 2.0% | $83.11 | +17.40% | 3 qtrssince 2019-Q1 | Increased 52 |
VISA INC | 402,223 | $69.2M | 2.0% | $148.50 | +10.18% | 3 qtrssince 2019-Q1 | Increased 47 |
VANGUARD INTL EQUITY INDEX F | 1.4M | $67.9M | 1.9% | $40.23 | +1.33% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 427,192 | $64.7M | 1.9% | $139.47 | -0.44% | 3 qtrssince 2019-Q1 | Increased 47 |
AMAZON COM INC | 37,226 | $64.6M | 1.8% | $89.11 | -2.60% | 3 qtrssince 2019-Q1 | Increased 47 |
STATE STR SPDR S&P MIDCAP 40 | 180,027 | $63.5M | 1.8% | $315.34 | +2.77% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 209,188 | $62.4M | 1.8% | $256.27 | +4.85% | 3 qtrssince 2019-Q1 | Increased 54 |
ALPHABET INC | 49,315 | $60.1M | 1.7% | $58.06 | +4.00% | 3 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 384,040 | $49.7M | 1.4% | $113.56 | -5.95% | 3 qtrssince 2019-Q1 | Increased 48 |
BOEING CO | 127,902 | $48.7M | 1.4% | $372.23 | +1.02% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 224,686 | $43.4M | 1.2% | $34.03 | +2.55% | 3 qtrssince 2019-Q1 | Increased 50 |
PEPSICO INC | 280,684 | $38.5M | 1.1% | $97.20 | +13.20% | 3 qtrssince 2019-Q1 | Increased 46 |
VANGUARD | 936,133 | $38.4M | 1.1% | $32.77 | +2.21% | 3 qtrssince 2019-Q1 | Increased 48 |
DISNEY WALT CO | 288,574 | $37.6M | 1.1% | $107.25 | +17.12% | 3 qtrssince 2019-Q1 | Increased 47 |
STRYKER CORPORATION | 170,406 | $36.9M | 1.1% | $182.54 | +9.91% | 3 qtrssince 2019-Q1 | Increased 46 |
CHEVRON CORP NEW | 297,392 | $35.3M | 1.0% | $89.71 | -1.70% | 3 qtrssince 2019-Q1 | Increased 48 |
WHITTIER TRUST CO manages $3.5B across 1599 positions as of Q3 2019. Top holdings: SPY (5.1%), MSFT (2.9%), AAPL (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 239 new positions, 46 exits, 485 increased. Top move: IVV (INCREASED, conviction 54). Portfolio: $3.5B across 1599 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