WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q3 2020
Top Holdings1,469 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
EMERSON ELECTRIC CO | 3.1M | $204.9M | 4.9% | $58.13 | -0.03% | 7 qtrssince 2019-Q1 | Increased 91 |
APPLE INC | 1.7M | $192.5M | 4.6% | $96.47 | +16.34% | 7 qtrssince 2019-Q1 | Increased 90 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 570,507 | $191.1M | 4.5% | $254.23 | +21.52% | 7 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 756,260 | $159.1M | 3.8% | $114.78 | +72.81% | 7 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 42,248 | $133M | 3.2% | $93.55 | +68.08% | 7 qtrssince 2019-Q1 | Increased 57 |
ISHARES CORE S&P 500 ETF | 265,548 | $89.2M | 2.1% | $262.10 | +17.97% | 7 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 430,964 | $86.2M | 2.1% | $150.98 | +26.78% | 7 qtrssince 2019-Q1 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL A | 260 | $83.2M | 2.0% | $301,327.89 | +4.83% | 7 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL C | 55,044 | $80.9M | 1.9% | $59.10 | +23.38% | 7 qtrssince 2019-Q1 | Increased 47 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC | 172,990 | $58.6M | 1.4% | $318.01 | -0.47% | 7 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 385,224 | $57.4M | 1.4% | $115.58 | +9.63% | 7 qtrssince 2019-Q1 | Increased 46 |
JPMORGAN CHASE & CO | 569,459 | $54.8M | 1.3% | $84.42 | -2.16% | 7 qtrssince 2019-Q1 | Increased 46 |
NVIDIA CORP | 92,230 | $49.9M | 1.2% | $4.83 | +172.92% | 7 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 397,098 | $49.9M | 1.2% | $78.32 | +49.92% | 7 qtrssince 2019-Q1 | Increased 47 |
ISHARES RUSSELL 2000 ETF ETF | 325,126 | $48.7M | 1.2% | $140.67 | -0.48% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 238,327 | $44.2M | 1.1% | $33.92 | +0.67% | 7 qtrssince 2019-Q1 | Increased 46 |
ABBOTT LABORATORIES | 391,730 | $42.6M | 1.0% | $72.29 | +34.58% | 7 qtrssince 2019-Q1 | Increased 47 |
VANGUARD FTSE DEVELOPED ETF | 993,315 | $40.6M | 1.0% | $33.36 | +3.71% | 7 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 288,903 | $40.2M | 1.0% | $88.36 | +35.03% | 7 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 147,088 | $38.5M | 0.9% | $173.36 | +49.96% | 7 qtrssince 2019-Q1 | Increased 41 |
WHITTIER TRUST CO manages $4.2B across 1469 positions as of Q3 2020. Top holdings: EMR (4.9%), AAPL (4.6%), SPY (4.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 120 new positions, 93 exits, 368 increased. Top move: EMR (INCREASED, conviction 91). Portfolio: $4.2B across 1469 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