WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2019
Top Holdings1,599 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 602,062 | $178.7M | 5.1% | $255.16 | +5.57% | 3 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 721,382 | $100.3M | 2.9% | $111.33 | +17.06% | 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-CL A | 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% | $83.91 | +17.43% | 3 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 402,223 | $69.2M | 2.0% | $148.50 | +10.18% | 3 qtrssince 2019-Q1 | Increased 47 |
VANGUARD FTSE ALL-WORLD EX-U | 1.4M | $67.9M | 1.9% | $40.57 | +1.01% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 427,192 | $64.7M | 1.9% | $140.42 | -0.55% | 3 qtrssince 2019-Q1 | Increased 47 |
AMAZON.COM INC | 37,226 | $64.6M | 1.8% | $89.10 | -3.18% | 3 qtrssince 2019-Q1 | Increased 47 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 180,027 | $63.5M | 1.8% | $317.66 | +2.03% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 209,188 | $62.4M | 1.8% | $258.17 | +4.40% | 3 qtrssince 2019-Q1 | Increased 54 |
ALPHABET INC-CL C | 49,315 | $60.1M | 1.7% | $58.17 | +4.51% | 3 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 384,040 | $49.7M | 1.4% | $115.36 | -6.50% | 3 qtrssince 2019-Q1 | Increased 48 |
BOEING CO/THE | 127,902 | $48.7M | 1.4% | $372.23 | +1.02% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 224,686 | $43.4M | 1.2% | $34.28 | +1.86% | 3 qtrssince 2019-Q1 | Increased 50 |
PEPSICO INC | 280,684 | $38.5M | 1.1% | $100.15 | +11.98% | 3 qtrssince 2019-Q1 | Increased 46 |
VANGUARD FTSE DEVELOPED ETF | 936,133 | $38.4M | 1.1% | $33.08 | +1.85% | 3 qtrssince 2019-Q1 | Increased 48 |
WALT DISNEY CO/THE | 288,574 | $37.6M | 1.1% | $108.06 | +16.79% | 3 qtrssince 2019-Q1 | Increased 47 |
STRYKER CORP | 170,406 | $36.9M | 1.1% | $184.08 | +8.56% | 3 qtrssince 2019-Q1 | Increased 46 |
CHEVRON CORP | 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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 238 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
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